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TFG Advisers’s VanEck Intermediate Muni ETF ITM Stock Holding History

TFG Advisers’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
-5,474
Closed -$284K – 192
2020
Q4 		$284K Sell
5,474
-132
-2% -$6.8K 0.15% 148
2020
Q3 		$287K Buy
5,606
+23
+0.4% +$1.18K 0.17% 136
2020
Q2 		$284K Buy
5,583
+28
+0.5% +$1.39K 0.18% 125
2020
Q1 		$272K Buy
5,555
+30
+0.5% +$1.5K 0.22% 116
2019
Q4 		$277K Buy
5,525
+1,053
+24% +$52.9K 0.16% 134
2019
Q3 		$225K Buy
4,472
+19
+0.4% +$957 0.15% 143
2019
Q2 		$221K Buy
4,453
+105
+2% +$5.17K 0.15% 142
2019
Q1 		$212K Buy
4,348
+19
+0.4% +$912 0.15% 147
2018
Q4 		$205K Buy
+4,329
New +$202K 0.17% 140

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TFG Advisers's ITM Position: Q1 2021 in Review

TFG Advisers sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2021, closing a stake of 5,474 shares — an estimated $284K sold.

TFG Advisers first reported a position in ITM in Q4 2018 and held it in 9 quarters. The position peaked at $287K in Q3 2020. 177 funds tracked by Wall St. Rank hold ITM as of Q1 2021.

  • TFG Advisers reported no remaining VanEck Intermediate Muni ETF position as of Q1 2021 after selling out during the quarter.
  • TFG Advisers sold 5,474 VanEck Intermediate Muni ETF shares in Q1 2021, an estimated $284K.
  • TFG Advisers first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 9 quarters.
  • TFG Advisers's VanEck Intermediate Muni ETF position peaked at $287K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2021.

Based on TFG Advisers's 13F filing for Q1 2021, filed 23 Apr 2021.