Parallel Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Parallel 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
2023 Q4	–	Sell	-144	Closed	-$6.35K	–	3395
2023 Q3	$6.35K	Buy	+144	New	+$6.55K	﹤0.01%	2411
2020 Q1	–	Sell	-60	Closed	-$3K	–	2511
2019 Q4	$3K	Sell	60 -597	-91%	-$30K	﹤0.01%	2111
2019 Q3	$33K	Hold	657	–	–	﹤0.01%	1145
2019 Q2	$33K	Hold	657	–	–	﹤0.01%	1065
2019 Q1	$32K	Hold	657	–	–	﹤0.01%	1035
2018 Q4	$31K	Buy	657 +597	+995%	+$27.8K	﹤0.01%	916
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	1904
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	1851
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	1731
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	1749
2017 Q3	$3K	Hold	60	–	–	﹤0.01%	1757
2017 Q2	$3K	Hold	60	–	–	﹤0.01%	1768
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	1681
2016 Q4	$3K	Buy	+60	New	+$2.84K	﹤0.01%	1531

Other funds holding ITM

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

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

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

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

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Parallel Advisors's ITM Position: Q4 2023 in Review

Parallel Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 144 shares — an estimated $6.35K sold.

Parallel Advisors first reported a position in ITM in Q4 2016 and held it in 14 quarters. The position peaked at $33K in Q3 2019. 182 funds tracked by Wall St. Rank hold ITM as of Q4 2023.

Parallel Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
Parallel Advisors sold 144 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $6.35K.
Parallel Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 14 quarters.
Parallel Advisors's VanEck Intermediate Muni ETF position peaked at $33K in Q3 2019.
182 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.