Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
IIM holding history
Invesco Value Municipal Income Trust in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IIM overviewAll 13F holders of IIMFull Q3 2025 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −15,090−100.0% | Sold out | Holders |
| Q3 2023 | 15,090 | $156.9K | <0.1% | −851−5.3% | Reduced | Holders |
| Q2 2023 | 15,941 | $188.4K | <0.1% | +1,021+6.8% | Added | Holders |
| Q1 2023 | 14,920 | $182.0K | <0.1% | −15−0.1% | Reduced | Holders |
| Q4 2022 | 14,935 | $180.0K | <0.1% | +14,935 | New | Holders |