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WealthStone’s VanEck Intermediate Muni ETF ITM Stock Holding History

WealthStone’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
Q1 		$258K Buy
5,040
+1,100
+28% +$56.8K 0.09% 190
2020
Q4 		$205K Buy
+3,940
New +$203K 0.07% 219

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WealthStone's ITM Position: Q1 2021 in Review

WealthStone increased its VanEck Intermediate Muni ETF (ITM) stake by 28% in Q1 2021, buying an estimated $56.8K and bringing the position to 5,040 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #190.

WealthStone first reported a position in ITM in Q4 2020 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold ITM as of Q1 2021.

  • WealthStone held 5,040 shares of VanEck Intermediate Muni ETF worth $258K as of Q1 2021.
  • WealthStone bought 1,100 VanEck Intermediate Muni ETF shares in Q1 2021, an estimated $56.8K.
  • VanEck Intermediate Muni ETF made up 0.09% of WealthStone's portfolio in Q1 2021, its #190 holding.
  • WealthStone first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.