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NewSquare Capital’s VanEck Intermediate Muni ETF ITM Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-682
Closed -$31K – 699
2025
Q2 		$31K Buy
+682
New +$30.8K ﹤0.01% 380
2014
Q1 		– Sell
-1,641
Closed -$72K – 252
2013
Q4 		$72K Sell
1,641
-218
-12% -$9.7K 0.03% 110
2013
Q3 		$83K Sell
1,859
-247
-12% -$10.8K 0.04% 103
2013
Q2 		$93K Buy
+2,106
New +$97.9K 0.05% 100

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's ITM Position: Q3 2025 in Review

NewSquare Capital sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 682 shares — an estimated $31K sold.

NewSquare Capital first reported a position in ITM in Q2 2013 and held it in 4 quarters. The position peaked at $93K in Q2 2013. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • NewSquare Capital reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 682 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $31K.
  • NewSquare Capital first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 4 quarters.
  • NewSquare Capital's VanEck Intermediate Muni ETF position peaked at $93K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.