NW
ITM icon

NewEdge Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

NewEdge Wealth’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
-6,417
Closed -$302K – 825
2023
Q4 		$302K Hold
6,417
– – 0.01% 618
2023
Q3 		$283K Buy
+6,417
New +$292K 0.01% 555

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth's ITM Position: Q1 2024 in Review

NewEdge Wealth sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 6,417 shares — an estimated $302K sold.

NewEdge Wealth first reported a position in ITM in Q3 2023 and held it in 2 quarters. The position peaked at $302K in Q4 2023. 172 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • NewEdge Wealth reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Wealth sold 6,417 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $302K.
  • NewEdge Wealth first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and held it in 2 quarters.
  • NewEdge Wealth's VanEck Intermediate Muni ETF position peaked at $302K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.