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Stephens Consulting’s VanEck Intermediate Muni ETF ITM Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-833
Closed -$36.3K – 534
2022
Q3 		$36.3K Hold
833
– – 0.03% 197
2022
Q2 		$38K Hold
833
– – 0.03% 195
2022
Q1 		$39.4K Hold
833
– – 0.03% 211
2021
Q4 		$42.7K Buy
+833
New +$42.6K 0.04% 216

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stephens Consulting's ITM Position: Q4 2022 in Review

Stephens Consulting sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 833 shares — an estimated $36.3K sold.

Stephens Consulting first reported a position in ITM in Q4 2021 and held it in 4 quarters. The position peaked at $42.7K in Q4 2021. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

  • Stephens Consulting reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 833 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $36.3K.
  • Stephens Consulting first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's VanEck Intermediate Muni ETF position peaked at $42.7K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.