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Montag & Associates’s VanEck Intermediate Muni ETF ITM Stock Holding History

Montag & Associates’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-745
Closed -$38K – 868
2021
Q4 		$38K Hold
745
– – ﹤0.01% 599
2021
Q3 		$38K Buy
+745
New +$38.7K ﹤0.01% 592

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Montag & Associates's ITM Position: Q1 2022 in Review

Montag & Associates sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 745 shares — an estimated $38K sold.

Montag & Associates first reported a position in ITM in Q3 2021 and held it in 2 quarters. The position peaked at $38K in Q4 2021. 179 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

  • Montag & Associates reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 745 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $38K.
  • Montag & Associates first reported a position in VanEck Intermediate Muni ETF in Q3 2021 and held it in 2 quarters.
  • Montag & Associates's VanEck Intermediate Muni ETF position peaked at $38K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.