VWM
ITM icon

Valley Wealth Managers’s VanEck Intermediate Muni ETF ITM Stock Holding History

Valley Wealth Managers’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
2025
Q2 		– Sell
-21
Closed -$956 – 339
2025
Q1 		$956 Sell
21
-31
-60% -$1.43K ﹤0.01% 336
2024
Q4 		$2.4K Hold
52
– – ﹤0.01% 340
2024
Q3 		$2.44K Hold
52
– – ﹤0.01% 343
2024
Q2 		$2.38K Sell
52
-275
-84% -$12.6K ﹤0.01% 334
2024
Q1 		$15.2K Hold
327
– – ﹤0.01% 252
2023
Q4 		$15.4K Hold
327
– – ﹤0.01% 262
2023
Q3 		$14.4K Hold
327
– – ﹤0.01% 276
2023
Q2 		$15.1K Hold
327
– – ﹤0.01% 259
2023
Q1 		$15.2K Hold
327
– – ﹤0.01% 265
2022
Q4 		$14.9K Hold
327
– – ﹤0.01% 282
2022
Q3 		$14K Sell
327
-1,150
-78% -$52.6K ﹤0.01% 308
2022
Q2 		$68K Buy
+1,477
New +$67.5K 0.01% 231

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return