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

Northwest 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
2022
Q2 		– Sell
-4,775
Closed -$226K – 151
2022
Q1 		$226K Sell
4,775
-2,000
-30% -$98.6K 0.11% 125
2021
Q4 		$347K Buy
6,775
+1,909
+39% +$97.7K 0.16% 99
2021
Q3 		$249K Sell
4,866
-215
-4% -$11.2K 0.12% 103
2021
Q2 		$263K Buy
5,081
+821
+19% +$42.4K 0.14% 104
2021
Q1 		$218K Buy
4,260
+29
+0.7% +$1.5K 0.14% 103
2020
Q4 		$220K Buy
4,231
+57
+1% +$2.94K 0.15% 102
2020
Q3 		$214K Sell
4,174
-2,955
-41% -$152K 0.18% 94
2020
Q2 		$363K Sell
7,129
-589
-8% -$29.3K 0.32% 66
2020
Q1 		$379K Sell
7,718
-3,989
-34% -$200K 0.38% 61
2019
Q4 		$588K Buy
11,707
+2,108
+22% +$106K 0.54% 50
2019
Q3 		$483K Buy
9,599
+1,984
+26% +$100K 0.4% 69
2019
Q2 		$379K Sell
7,615
-426
-5% -$21K 0.31% 80
2019
Q1 		$392K Buy
8,041
+95
+1% +$4.56K 0.3% 75
2018
Q4 		$377K Sell
7,946
-6
-0.1% -$279 0.32% 69
2018
Q3 		$371K Buy
7,952
+168
+2% +$7.9K 0.28% 74
2018
Q2 		$367K Buy
7,784
+3,433
+79% +$161K 0.28% 73
2018
Q1 		$205K Buy
+4,351
New +$205K 0.15% 107
2017
Q4 		– Sell
-7,205
Closed -$347K – 92
2017
Q3 		$347K Buy
7,205
+268
+4% +$12.9K 0.49% 45
2017
Q2 		$332K Buy
6,937
+338
+5% +$16.1K 0.3% 65
2017
Q1 		$309K Buy
6,599
+1,747
+36% +$81.6K 0.29% 70
2016
Q4 		$225K Buy
+4,852
New +$230K 0.23% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
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

Northwest Wealth Management's ITM Position: Q2 2022 in Review

Northwest Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 4,775 shares — an estimated $226K sold.

Northwest Wealth Management first reported a position in ITM in Q4 2016 and held it in 21 quarters. The position peaked at $588K in Q4 2019. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

  • Northwest Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
  • Northwest Wealth Management sold 4,775 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $226K.
  • Northwest Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 21 quarters.
  • Northwest Wealth Management's VanEck Intermediate Muni ETF position peaked at $588K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on Northwest Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.