1620 Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

1620 Investment Advisors’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
2026 Q2	$1.23M	Hold	26,082	–	–	0.76%	29
2026 Q1	$1.21M	Hold	26,082	–	–	0.82%	26
2025 Q4	$1.23M	Sell	26,082 -235	-0.9%	-$11K	0.82%	24
2025 Q3	$1.23M	Sell	26,317 -412	-2%	-$18.9K	0.83%	24
2025 Q2	$1.22M	Sell	26,729 -1,290	-5%	-$58.2K	0.86%	24
2025 Q1	$1.28M	Sell	28,019 -320	-1%	-$14.7K	0.98%	20
2024 Q4	$1.31M	Sell	28,339 -2,405	-8%	-$111K	0.99%	20
2024 Q3	$1.44M	Buy	30,744 +215	+0.7%	+$9.99K	1.04%	18
2024 Q2	$1.4M	Buy	30,529 +1,110	+4%	+$50.9K	1.07%	17
2024 Q1	$1.37M	Buy	29,419 +1,875	+7%	+$87.4K	1.38%	17
2023 Q4	$1.29M	Buy	27,544 +2,055	+8%	+$92.5K	1.42%	17
2023 Q3	$1.12M	Buy	25,489 +755	+3%	+$34.3K	1.27%	21
2023 Q2	$1.14M	Sell	24,734 -395	-2%	-$18.2K	1.24%	22
2023 Q1	$1.17M	Buy	+25,129	New	+$1.16M	1.41%	19
2022 Q2	–	Sell	-23,151	Closed	-$1.19M	–	134
2022 Q1	$1.19M	Hold	23,151	–	–	1.29%	20
2021 Q4	$1.19M	Buy	+23,151	New	+$1.18M	1.33%	20

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1620 Investment Advisors's ITM Position: Q2 2026 in Review

1620 Investment Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 26,082 shares worth $1.23M. The position accounts for 0.76% of the portfolio, ranked #29.

1620 Investment Advisors first reported a position in ITM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.44M in Q3 2024. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

1620 Investment Advisors held 26,082 shares of VanEck Intermediate Muni ETF worth $1.23M as of Q2 2026.
1620 Investment Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.76% of 1620 Investment Advisors's portfolio in Q2 2026, its #29 holding.
1620 Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 16 quarters since.
1620 Investment Advisors's VanEck Intermediate Muni ETF position peaked at $1.44M in Q3 2024.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.