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Rothschild Investment LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

Rothschild Investment LLC’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
Q3 		– Sell
-122
Closed -$5.55K – 3198
2025
Q2 		$5.55K Buy
+122
New +$5.5K ﹤0.01% 1464

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rothschild Investment LLC's ITM Position: Q3 2025 in Review

Rothschild Investment LLC sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 122 shares — an estimated $5.55K sold.

Rothschild Investment LLC first reported a position in ITM in Q2 2025 and held it in 1 quarter. The position peaked at $5.55K in Q2 2025. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • Rothschild Investment LLC reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 122 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $5.55K.
  • Rothschild Investment LLC first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's VanEck Intermediate Muni ETF position peaked at $5.55K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.