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Sadoff Investment Management’s
VanEck Intermediate Muni ETF
ITM
Stock Holding History
Sadoff Investment Management’s Portfolio
ITM Stock Details
ITM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
$1.11M
Sell
25,512
-325
-1%
-$14.9K
0.09%
48
2022
Q2
$1.18M
Sell
25,837
-325
-1%
-$14.9K
0.09%
48
2022
Q1
$1.24M
Hold
26,162
–
–
0.08%
50
2021
Q4
$1.34M
Hold
26,162
–
–
0.08%
47
2021
Q3
$1.34M
Hold
26,162
–
–
0.09%
45
2021
Q2
$1.36M
Hold
26,162
–
–
0.09%
45
2021
Q1
$1.34M
Hold
26,162
–
–
0.09%
45
2020
Q4
$1.36M
Hold
26,162
–
–
0.11%
44
2020
Q3
$1.34M
Hold
26,162
–
–
0.12%
43
2020
Q2
$1.33M
Hold
26,162
–
–
0.12%
43
2020
Q1
$1.28M
Hold
26,162
–
–
0.15%
41
2019
Q4
$1.31M
Hold
26,162
–
–
0.1%
43
2019
Q3
$1.32M
Sell
26,162
-300
-1%
-$15.1K
0.11%
42
2019
Q2
$1.32M
Hold
26,462
–
–
0.11%
42
2019
Q1
$1.29M
Hold
26,462
–
–
0.11%
42
2018
Q4
$1.26M
Sell
26,462
-1
-0%
-$47
0.12%
42
2018
Q3
$1.23M
Hold
26,463
–
–
0.11%
45
2018
Q2
$1.25M
Sell
26,463
-650
-2%
-$30.5K
0.11%
47
2018
Q1
$1.28M
Sell
27,113
-250
-0.9%
-$11.8K
0.11%
46
2017
Q4
$1.32M
Hold
27,363
–
–
0.11%
47
2017
Q3
$1.32M
Buy
+27,363
New
+$1.32M
0.12%
47
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1-Year Est. Return
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1-Year Est. Return
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61.18%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
DBT
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$748M AUM
12.31%
1-Year Est. Return
Wealth Enhancement Advisory Services
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$59.8B AUM
29.42%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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