TIAM2
ITM icon

Tru Independence Asset Management 2’s VanEck Intermediate Muni ETF ITM Stock Holding History

Tru Independence Asset Management 2’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
2022
Q1 		– Sell
-11,721
Closed -$601K – 118
2021
Q4 		$601K Sell
11,721
-348
-3% -$17.8K 0.32% 61
2021
Q3 		$618K Buy
12,069
+50
+0.4% +$2.6K 0.44% 48
2021
Q2 		$623K Buy
12,019
+34
+0.3% +$1.76K 0.43% 52
2021
Q1 		$614K Sell
11,985
-34
-0.3% -$1.76K 0.49% 54
2020
Q4 		$625K Buy
+12,019
New +$619K 0.53% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return