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Sageworth Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sageworth Trust’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
Q4 		– Sell
-7,334
Closed -$342K – 206
2025
Q3 		$342K Buy
+7,334
New +$336K 0.02% 203

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Sageworth Trust's ITM Position: Q4 2025 in Review

Sageworth Trust sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2025, closing a stake of 7,334 shares — an estimated $342K sold.

Sageworth Trust first reported a position in ITM in Q3 2025 and held it in 1 quarter. The position peaked at $342K in Q3 2025. 180 funds tracked by Wall St. Rank hold ITM as of Q4 2025.

  • Sageworth Trust reported no remaining VanEck Intermediate Muni ETF position as of Q4 2025 after selling out during the quarter.
  • Sageworth Trust sold 7,334 VanEck Intermediate Muni ETF shares in Q4 2025, an estimated $342K.
  • Sageworth Trust first reported a position in VanEck Intermediate Muni ETF in Q3 2025 and held it in 1 quarter.
  • Sageworth Trust's VanEck Intermediate Muni ETF position peaked at $342K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.