SW
ITM icon

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

SVB Wealth’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
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% +$5.17K ﹤0.01% 780
2020
Q4 		$235K Sell
4,525
-300
-6% -$15.4K ﹤0.01% 701
2020
Q3 		$247K Sell
4,825
-2,500
-34% -$129K ﹤0.01% 571
2020
Q2 		$373K Sell
7,325
-2,150
-23% -$107K 0.01% 423
2020
Q1 		$465K Sell
9,475
-3,004
-24% -$150K 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 +$1.37M 0.05% 240

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return