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Washington Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Washington Trust’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
-2,408
Closed -$123K – 967
2021
Q4 		$123K Hold
2,408
– – ﹤0.01% 310
2021
Q3 		$123K Hold
2,408
– – ﹤0.01% 374
2021
Q2 		$125K Hold
2,408
– – ﹤0.01% 372
2021
Q1 		$123K Buy
+2,408
New +$124K ﹤0.01% 360

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Washington Trust's ITM Position: Q1 2022 in Review

Washington Trust sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 2,408 shares — an estimated $123K sold.

Washington Trust first reported a position in ITM in Q1 2021 and held it in 4 quarters. The position peaked at $125K in Q2 2021. 178 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

  • Washington Trust reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Washington Trust sold 2,408 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $123K.
  • Washington Trust first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 4 quarters.
  • Washington Trust's VanEck Intermediate Muni ETF position peaked at $125K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on Washington Trust's 13F filing for Q1 2022, filed 5 May 2022.