1834 Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

1834 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	–	Sell	-11,148	Closed	-$518K	–	214
2026 Q1	$518K	Hold	11,148	–	–	0.06%	161
2025 Q4	$526K	Hold	11,148	–	–	0.07%	163
2025 Q3	$519K	Hold	11,148	–	–	0.06%	161
2025 Q2	$507K	Sell	11,148 -2,201	-16%	-$99.3K	0.06%	163
2025 Q1	$608K	Sell	13,349 -1,072	-7%	-$49.3K	0.08%	146
2024 Q4	$665K	Hold	14,421	–	–	0.08%	137
2024 Q3	$677K	Hold	14,421	–	–	0.08%	142
2024 Q2	$661K	Hold	14,421	–	–	0.08%	145
2024 Q1	$671K	Sell	14,421 -8,770	-38%	-$409K	0.08%	144
2023 Q4	$1.09M	Hold	23,191	–	–	0.13%	110
2023 Q3	$1.02M	Hold	23,191	–	–	0.13%	120
2023 Q2	$1.07M	Buy	23,191 +10,971	+90%	+$506K	0.13%	117
2023 Q1	$568K	Buy	12,220 +1,041	+9%	+$48K	0.07%	165
2022 Q4	$510K	Buy	+11,179	New	+$500K	0.07%	131

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

1834 Investment Advisors's ITM Position: Q2 2026 in Review

1834 Investment Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 11,148 shares — an estimated $518K sold.

1834 Investment Advisors first reported a position in ITM in Q4 2022 and held it in 14 quarters. The position peaked at $1.09M in Q4 2023. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

1834 Investment Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
1834 Investment Advisors sold 11,148 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $518K.
1834 Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 14 quarters.
1834 Investment Advisors's VanEck Intermediate Muni ETF position peaked at $1.09M in Q4 2023.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.