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

Sugarloaf 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
2021 Q1	–	Sell	-632	Closed	-$33K	–	767
2020 Q4	$33K	Hold	632	–	–	0.01%	305
2020 Q3	$32K	Hold	632	–	–	0.01%	298
2020 Q2	$32K	Hold	632	–	–	0.01%	289
2020 Q1	$31K	Hold	632	–	–	0.01%	277
2019 Q4	$32K	Buy	+632	New	+$31.8K	0.01%	303

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sugarloaf Wealth Management's ITM Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2021, closing a stake of 632 shares — an estimated $33K sold.

Sugarloaf Wealth Management first reported a position in ITM in Q4 2019 and held it in 5 quarters. The position peaked at $33K in Q4 2020. 177 funds tracked by Wall St. Rank hold ITM as of Q1 2021.

Sugarloaf Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 632 VanEck Intermediate Muni ETF shares in Q1 2021, an estimated $33K.
Sugarloaf Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 5 quarters.
Sugarloaf Wealth Management's VanEck Intermediate Muni ETF position peaked at $33K in Q4 2020.
177 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.