WealthShield Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-1,093	Closed	-$67K	–	480
2021 Q2	$67K	Buy	1,093 +889	+436%	+$45.9K	0.01%	416
2021 Q1	$10K	Buy	+204	New	+$10.5K	﹤0.01%	800

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthShield Partners's ITM Position: Q3 2021 in Review

WealthShield Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2021, closing a stake of 1,093 shares — an estimated $67K sold.

WealthShield Partners first reported a position in ITM in Q1 2021 and held it in 2 quarters. The position peaked at $67K in Q2 2021. 172 funds tracked by Wall St. Rank hold ITM as of Q3 2021.

WealthShield Partners reported no remaining VanEck Intermediate Muni ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,093 VanEck Intermediate Muni ETF shares in Q3 2021, an estimated $67K.
WealthShield Partners first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 2 quarters.
WealthShield Partners's VanEck Intermediate Muni ETF position peaked at $67K in Q2 2021.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.