SVB Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,525
Closed -$234K 1026
2021
Q2
$234K Sell
4,525
-100
-2% -$5.17K ﹤0.01% 849
2021
Q1
$237K Buy
4,625
+100
+2% +$5.12K ﹤0.01% 779
2020
Q4
$235K Sell
4,525
-300
-6% -$15.6K ﹤0.01% 699
2020
Q3
$247K Sell
4,825
-2,500
-34% -$128K ﹤0.01% 569
2020
Q2
$373K Sell
7,325
-2,150
-23% -$109K 0.01% 423
2020
Q1
$465K Sell
9,475
-3,004
-24% -$147K 0.01% 325
2019
Q4
$627K Buy
12,479
+304
+2% +$15.3K 0.01% 374
2019
Q3
$613K Sell
12,175
-15,626
-56% -$787K 0.01% 348
2019
Q2
$1.38M Buy
+27,801
New +$1.38M 0.05% 240