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Rockbridge Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-228
Closed -$12K – 830
2021
Q4 		$12K Buy
+228
New +$11.7K ﹤0.01% 547

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rockbridge Investment Management's ITM Position: Q1 2022 in Review

Rockbridge Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 228 shares — an estimated $12K sold.

Rockbridge Investment Management first reported a position in ITM in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 179 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

  • Rockbridge Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 228 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $12K.
  • Rockbridge Investment Management first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's VanEck Intermediate Muni ETF position peaked at $12K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.