One Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

One Wealth Advisors’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 Q1	–	Sell	-6,436	Closed	-$330K	–	215
2021 Q4	$330K	Sell	6,436 -201	-3%	-$10.3K	0.08%	124
2021 Q3	$340K	Hold	6,637	–	–	0.1%	128
2021 Q2	$344K	Hold	6,637	–	–	0.11%	109
2021 Q1	$340K	Sell	6,637 -165	-2%	-$8.53K	0.13%	92
2020 Q4	$354K	Hold	6,802	–	–	0.19%	70
2020 Q3	$349K	Hold	6,802	–	–	0.24%	48
2020 Q2	$346K	Hold	6,802	–	–	0.27%	43
2020 Q1	$334K	Buy	+6,802	New	+$341K	0.33%	43

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

One Wealth Advisors's ITM Position: Q1 2022 in Review

One Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 6,436 shares — an estimated $330K sold.

One Wealth Advisors first reported a position in ITM in Q1 2020 and held it in 8 quarters. The position peaked at $354K in Q4 2020. 178 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

One Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
One Wealth Advisors sold 6,436 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $330K.
One Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and held it in 8 quarters.
One Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $354K in Q4 2020.
178 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on One Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.