Transam Interm Muni-ITIMUX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$10.61avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Transam Interm Muni-I (TIMUX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Ascentis Wealth Management, LLC ($926K) and Westside Investment Management, Inc. ($447K).
- Company
- Transam Interm Muni-I
- CUSIP
- 89355J581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $926K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 87,406 shares bought, net +87,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ascentis Wealth Management, LLC | 0.30% | New | 87,316 | $926K |
| Westside Investment Management, Inc. | 0.10% | Add +0.2% | 42,090 | $447K |
"% of holder's portfolio" is TIMUX's weight in each manager's 13F, not the share of Transam Interm Muni-I the manager owns.