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Sunbelt Securities’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sunbelt Securities’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
2023
Q2 		– Sell
-272
Closed -$12.6K – 1726
2023
Q1 		$12.6K Buy
+272
New +$12.5K ﹤0.01% 1069

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's ITM Position: Q2 2023 in Review

Sunbelt Securities sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2023, closing a stake of 272 shares — an estimated $12.6K sold.

Sunbelt Securities first reported a position in ITM in Q1 2023 and held it in 1 quarter. The position peaked at $12.6K in Q1 2023. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

  • Sunbelt Securities reported no remaining VanEck Intermediate Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 272 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $12.6K.
  • Sunbelt Securities first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's VanEck Intermediate Muni ETF position peaked at $12.6K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.