MY Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

MY Wealth 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
2024 Q1	–	Sell	-13,538	Closed	-$637K	–	29
2023 Q4	$637K	Hold	13,538	–	–	0.6%	18
2023 Q3	$597K	Hold	13,538	–	–	0.59%	21
2023 Q2	$624K	Hold	13,538	–	–	0.57%	22
2023 Q1	$629K	Hold	13,538	–	–	0.63%	21
2022 Q4	$617K	Hold	13,538	–	–	0.94%	17
2022 Q3	$589K	Sell	13,538 -85,654	-86%	-$3.92M	0.63%	20
2022 Q2	$4.53M	Sell	99,192 -16	-0%	-$731	4.89%	9
2022 Q1	$4.7M	Buy	99,208 +6,970	+8%	+$344K	4.35%	9
2021 Q4	$4.73M	Buy	+92,238	New	+$4.72M	4.16%	10

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MY Wealth Management's ITM Position: Q1 2024 in Review

MY Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 13,538 shares — an estimated $637K sold.

MY Wealth Management first reported a position in ITM in Q4 2021 and held it in 9 quarters. The position peaked at $4.73M in Q4 2021. 172 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

MY Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
MY Wealth Management sold 13,538 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $637K.
MY Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and held it in 9 quarters.
MY Wealth Management's VanEck Intermediate Muni ETF position peaked at $4.73M in Q4 2021.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on MY Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.