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Northeast Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Northeast Financial Group’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
Q2 		– Sell
-5,535
Closed -$252K – 95
2025
Q1 		$252K Sell
5,535
-4,339
-44% -$200K 0.09% 77
2024
Q4 		$455K Buy
+9,874
New +$457K 0.17% 53

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northeast Financial Group's ITM Position: Q2 2025 in Review

Northeast Financial Group sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 5,535 shares — an estimated $252K sold.

Northeast Financial Group first reported a position in ITM in Q4 2024 and held it in 2 quarters. The position peaked at $455K in Q4 2024. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Northeast Financial Group reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Group sold 5,535 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $252K.
  • Northeast Financial Group first reported a position in VanEck Intermediate Muni ETF in Q4 2024 and held it in 2 quarters.
  • Northeast Financial Group's VanEck Intermediate Muni ETF position peaked at $455K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Northeast Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.