MV Capital Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

MV Capital Management’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
2021 Q4	–	Sell	-159	Closed	-$8K	–	702
2021 Q3	$8K	Hold	159	–	–	﹤0.01%	479
2021 Q2	$8K	Hold	159	–	–	﹤0.01%	411
2021 Q1	$8K	Hold	159	–	–	﹤0.01%	255
2020 Q4	$8K	Buy	+159	New	+$8.19K	﹤0.01%	252

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MV Capital Management's ITM Position: Q4 2021 in Review

MV Capital Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2021, closing a stake of 159 shares — an estimated $8K sold.

MV Capital Management first reported a position in ITM in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 184 funds tracked by Wall St. Rank hold ITM as of Q4 2021.

MV Capital Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2021 after selling out during the quarter.
MV Capital Management sold 159 VanEck Intermediate Muni ETF shares in Q4 2021, an estimated $8K.
MV Capital Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 4 quarters.
MV Capital Management's VanEck Intermediate Muni ETF position peaked at $8K in Q3 2021.
184 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2021.

Based on MV Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.