TrustCore Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

TrustCore Financial Services’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 Q2	–	Sell	-841	Closed	-$40K	–	1086
2022 Q1	$40K	Hold	841	–	–	﹤0.01%	523
2021 Q4	$43K	Hold	841	–	–	﹤0.01%	466
2021 Q3	$43K	Hold	841	–	–	﹤0.01%	511
2021 Q2	$44K	Sell	841 -675	-45%	-$34.9K	﹤0.01%	491
2021 Q1	$78K	Hold	1,516	–	–	0.01%	368
2020 Q4	$79K	Buy	+1,516	New	+$78.1K	0.01%	361

Other funds holding ITM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

TrustCore Financial Services's ITM Position: Q2 2022 in Review

TrustCore Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 841 shares — an estimated $40K sold.

TrustCore Financial Services first reported a position in ITM in Q4 2020 and held it in 6 quarters. The position peaked at $79K in Q4 2020. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

TrustCore Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
TrustCore Financial Services sold 841 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $40K.
TrustCore Financial Services first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 6 quarters.
TrustCore Financial Services's VanEck Intermediate Muni ETF position peaked at $79K in Q4 2020.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on TrustCore Financial Services's 13F filing for Q2 2022, filed 26 Jul 2022.