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Wilbanks Smith & Thomas Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024
Q1 		$4.07M Sell
87,569
-4,955
-5% -$231K 0.11% 119
2023
Q4 		$4.35M Buy
92,524
+51,597
+126% +$2.32M 0.13% 114
2023
Q3 		$1.8M Buy
40,927
+2,310
+6% +$105K 0.06% 171
2023
Q2 		$1.78M Sell
38,617
-134
-0.3% -$6.18K 0.06% 177
2023
Q1 		$1.8M Buy
38,751
+1,932
+5% +$89.1K 0.06% 169
2022
Q4 		$1.68M Buy
36,819
+3,805
+12% +$170K 0.06% 177
2022
Q3 		$1.44M Sell
33,014
-849
-3% -$38.8K 0.06% 178
2022
Q2 		$1.55M Sell
33,863
-2,193
-6% -$100K 0.07% 179
2022
Q1 		$1.64M Sell
36,056
-109,868
-75% -$5.42M 0.07% 179
2021
Q4 		$7.48M Hold
145,924
– – 0.26% 88
2021
Q3 		$7.48M Buy
145,924
+512
+0.4% +$26.6K 0.29% 82
2021
Q2 		$7.54M Buy
145,412
+437
+0.3% +$22.6K 0.3% 75
2021
Q1 		$7.43M Sell
144,975
-351
-0.2% -$18.1K 0.32% 70
2020
Q4 		$7.56M Sell
145,326
-1,503
-1% -$77.4K 0.36% 71
2020
Q3 		$7.53M Buy
146,829
+665
+0.5% +$34.2K 0.41% 56
2020
Q2 		$7.45M Sell
146,164
-673
-0.5% -$33.4K 0.45% 46
2020
Q1 		$7.21M Buy
146,837
+4,204
+3% +$211K 0.53% 36
2019
Q4 		$7.16M Sell
142,633
-15,359
-10% -$772K 0.42% 51
2019
Q3 		$7.95M Sell
157,992
-4,393
-3% -$221K 0.5% 41
2019
Q2 		$8.08M Buy
162,385
+4,398
+3% +$216K 0.52% 35
2019
Q1 		$7.71M Sell
157,987
-875
-0.6% -$42K 0.5% 44
2018
Q4 		$7.54M Buy
158,862
+129,967
+450% +$6.05M 0.52% 36
2018
Q3 		$1.35M Buy
+28,895
New +$1.36M 0.08% 145

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 $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wilbanks Smith & Thomas Asset Management's ITM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 5.4% in Q1 2024, selling an estimated $231K and leaving 87,569 shares worth $4.07M. The position accounts for 0.11% of the portfolio, ranked #119.

Wilbanks Smith & Thomas Asset Management first reported a position in ITM in Q3 2018 and has held it in 23 quarters since. The position peaked at $8.08M in Q2 2019. 172 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 87,569 shares of VanEck Intermediate Muni ETF worth $4.07M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 4,955 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $231K.
  • VanEck Intermediate Muni ETF made up 0.11% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #119 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in VanEck Intermediate Muni ETF in Q3 2018 and has held it in 23 quarters since.
  • Wilbanks Smith & Thomas Asset Management's VanEck Intermediate Muni ETF position peaked at $8.08M in Q2 2019.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.