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

SigFig 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
2024
Q2 		– Sell
-16,293
Closed -$758K – 126
2024
Q1 		$758K Sell
16,293
-6,345
-28% -$296K 0.03% 101
2023
Q4 		$1.06M Sell
22,638
-16,529
-42% -$744K 0.04% 93
2023
Q3 		$1.73M Sell
39,167
-3,433
-8% -$156K 0.07% 81
2023
Q2 		$1.96M Sell
42,600
-3,474
-8% -$160K 0.08% 76
2023
Q1 		$2.14M Buy
+46,074
New +$2.12M 0.12% 65

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SigFig Wealth Management's ITM Position: Q2 2024 in Review

SigFig Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 16,293 shares — an estimated $758K sold.

SigFig Wealth Management first reported a position in ITM in Q1 2023 and held it in 5 quarters. The position peaked at $2.14M in Q1 2023. 163 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

  • SigFig Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
  • SigFig Wealth Management sold 16,293 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $758K.
  • SigFig Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and held it in 5 quarters.
  • SigFig Wealth Management's VanEck Intermediate Muni ETF position peaked at $2.14M in Q1 2023.
  • 163 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.