TIM
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Tortoise Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Tortoise Investment Management’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
2024
Q2 		– Sell
-68
Closed -$3.16K – 896
2024
Q1 		$3.16K Hold
68
– – ﹤0.01% 712
2023
Q4 		$3.2K Sell
68
-247
-78% -$11.1K ﹤0.01% 663
2023
Q3 		$13.9K Buy
+315
New +$14.3K ﹤0.01% 515

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's ITM Position: Q2 2024 in Review

Tortoise Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 68 shares — an estimated $3.16K sold.

Tortoise Investment Management first reported a position in ITM in Q3 2023 and held it in 3 quarters. The position peaked at $13.9K in Q3 2023. 164 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

  • Tortoise Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 68 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $3.16K.
  • Tortoise Investment Management first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and held it in 3 quarters.
  • Tortoise Investment Management's VanEck Intermediate Muni ETF position peaked at $13.9K in Q3 2023.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Tortoise Investment Management's 13F filing for Q2 2024, filed 1 Aug 2024.