TF
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TimeScale Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

TimeScale Financial’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 		$367K Buy
7,958
+172
+2% +$7.93K 0.08% 61
2023
Q1 		$362K Buy
+7,786
New +$359K 0.08% 57

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

TimeScale Financial's ITM Position: Q2 2023 in Review

TimeScale Financial increased its VanEck Intermediate Muni ETF (ITM) stake by 2.2% in Q2 2023, buying an estimated $7.93K and bringing the position to 7,958 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #61.

TimeScale Financial first reported a position in ITM in Q1 2023 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

  • TimeScale Financial held 7,958 shares of VanEck Intermediate Muni ETF worth $367K as of Q2 2023.
  • TimeScale Financial bought 172 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $7.93K.
  • VanEck Intermediate Muni ETF made up 0.08% of TimeScale Financial's portfolio in Q2 2023, its #61 holding.
  • TimeScale Financial first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.