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

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

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

Jane Street New York $1.21T AUM 78.12% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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

Sadoff Investment Management's ITM Position: Q3 2022 in Review

Sadoff Investment Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 1.3% in Q3 2022, selling an estimated $14.9K and leaving 25,512 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #48.

Sadoff Investment Management first reported a position in ITM in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2020. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

Sadoff Investment Management held 25,512 shares of VanEck Intermediate Muni ETF worth $1.11M as of Q3 2022.
Sadoff Investment Management sold 325 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $14.9K.
VanEck Intermediate Muni ETF made up 0.09% of Sadoff Investment Management's portfolio in Q3 2022, its #48 holding.
Sadoff Investment Management first reported a position in VanEck Intermediate Muni ETF in Q3 2017 and has held it in 21 quarters since.
Sadoff Investment Management's VanEck Intermediate Muni ETF position peaked at $1.36M in Q4 2020.
157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.