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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tru Independence Asset Management 2's ITM Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 11,721 shares — an estimated $601K sold.

Tru Independence Asset Management 2 first reported a position in ITM in Q4 2020 and held it in 5 quarters. The position peaked at $625K in Q4 2020. 178 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 11,721 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $601K.
Tru Independence Asset Management 2 first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 5 quarters.
Tru Independence Asset Management 2's VanEck Intermediate Muni ETF position peaked at $625K in Q4 2020.
178 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.