Sheets Smith Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sheets Smith Wealth 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
2026 Q2	–	Sell	-17,600	Closed	-$817K	–	417
2026 Q1	$817K	Buy	17,600 +5,000	+40%	+$236K	0.09%	217
2025 Q4	$594K	Hold	12,600	–	–	0.07%	253
2025 Q3	$587K	Sell	12,600 -1,000	-7%	-$45.8K	0.07%	262
2025 Q2	$618K	Hold	13,600	–	–	0.07%	249
2025 Q1	$619K	Hold	13,600	–	–	0.08%	222
2024 Q4	$627K	Hold	13,600	–	–	0.08%	225
2024 Q3	$639K	Hold	13,600	–	–	0.08%	212
2024 Q2	$623K	Hold	13,600	–	–	0.07%	208
2024 Q1	$633K	Hold	13,600	–	–	0.07%	210
2023 Q4	$640K	Hold	13,600	–	–	0.09%	182
2023 Q3	$600K	Hold	13,600	–	–	0.09%	180
2023 Q2	$627K	Hold	13,600	–	–	0.09%	185
2023 Q1	$632K	Hold	13,600	–	–	0.1%	180
2022 Q4	$620K	Sell	13,600 -5,678	-29%	-$254K	0.1%	173
2022 Q3	$839K	Hold	19,278	–	–	0.14%	143
2022 Q2	$880K	Sell	19,278 -1,000	-5%	-$45.7K	0.14%	142
2022 Q1	$960K	Sell	20,278 -3,972	-16%	-$196K	0.13%	145
2021 Q4	$1.24M	Hold	24,250	–	–	0.15%	132
2021 Q3	$1.24M	Hold	24,250	–	–	0.17%	129
2021 Q2	$1.26M	Hold	24,250	–	–	0.17%	128
2021 Q1	$1.24M	Sell	24,250 -1,000	-4%	-$51.7K	0.18%	124
2020 Q4	$1.31M	Sell	25,250 -9,822	-28%	-$506K	0.2%	115
2020 Q3	$1.8M	Hold	35,072	–	–	0.31%	79
2020 Q2	$1.79M	Hold	35,072	–	–	0.36%	75
2020 Q1	$1.72M	Hold	35,072	–	–	0.36%	71
2019 Q4	$1.76M	Hold	35,072	–	–	0.34%	78
2019 Q3	$1.76M	Hold	35,072	–	–	0.36%	76
2019 Q2	$1.75M	Hold	35,072	–	–	0.36%	83
2019 Q1	$1.71M	Sell	35,072 -1,028	-3%	-$49.3K	0.37%	83
2018 Q4	$1.71M	Sell	36,100 -1,500	-4%	-$69.9K	0.46%	67
2018 Q3	$1.75M	Buy	+37,600	New	+$1.77M	0.36%	73
2018 Q2	–	Sell	-37,600	Closed	-$1.77M	–	322
2018 Q1	$1.77M	Buy	37,600 +500	+1%	+$23.6K	0.43%	63
2017 Q4	$1.79M	Sell	37,100 -7,500	-17%	-$361K	0.42%	68
2017 Q3	$2.15M	Sell	44,600 -5,000	-10%	-$241K	0.54%	49
2017 Q2	$2.37M	Buy	49,600 +10,000	+25%	+$477K	0.63%	42
2017 Q1	$1.86M	Sell	39,600 -1,000	-2%	-$46.7K	0.49%	63
2016 Q4	$1.88M	Sell	40,600 -4,000	-9%	-$189K	0.53%	56
2016 Q3	$2.19M	Buy	44,600 +1,500	+3%	+$74.1K	0.62%	45
2016 Q2	$2.14M	Buy	+43,100	New	+$2.11M	0.62%	46

Other funds holding ITM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return