Advisory Services Network’s VanEck Intermediate Muni ETF ITM Stock Holding History

Advisory Services Network’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	-1,895	Closed	-$88K	–	3439
2026 Q1	$88K	Buy	+1,895	New	+$89.6K	﹤0.01%	2289
2025 Q4	–	Sell	-1,787	Closed	-$83.3K	–	3072
2025 Q3	$83.3K	Buy	+1,787	New	+$81.8K	﹤0.01%	2170
2025 Q2	–	Sell	-7,660	Closed	-$349K	–	1809
2025 Q1	$349K	Buy	+7,660	New	+$353K	0.01%	1218
2024 Q1	–	Sell	-976	Closed	-$45.9K	–	2564
2023 Q4	$45.9K	Buy	+976	New	+$43.9K	﹤0.01%	2065
2023 Q2	–	Sell	-160	Closed	-$7.43K	–	2542
2023 Q1	$7.43K	Sell	160 -107	-40%	-$4.93K	﹤0.01%	2994
2022 Q4	$12.2K	Buy	+267	New	+$11.9K	﹤0.01%	2755
2021 Q3	–	Sell	-1,646	Closed	-$86K	–	2338
2021 Q2	$86K	Buy	+1,646	New	+$85.1K	﹤0.01%	1695
2021 Q1	–	Sell	-1,584	Closed	-$83K	–	2153
2020 Q4	$83K	Hold	1,584	–	–	﹤0.01%	1413
2020 Q3	$81K	Buy	+1,584	New	+$81.6K	﹤0.01%	1337
2020 Q2	–	Sell	-1,584	Closed	-$78K	–	1901
2020 Q1	$78K	Buy	1,584 +238	+18%	+$11.9K	0.01%	1176
2019 Q4	$68K	Buy	1,346 +598	+80%	+$30K	﹤0.01%	1351
2019 Q3	$37K	Hold	748	–	–	﹤0.01%	1516
2019 Q2	$37K	Hold	748	–	–	﹤0.01%	1514
2019 Q1	$37K	Hold	748	–	–	﹤0.01%	1359
2018 Q4	$36K	Hold	748	–	–	﹤0.01%	1265
2018 Q3	$35K	Hold	748	–	–	﹤0.01%	1363
2018 Q2	$35K	Buy	+748	New	+$35.1K	﹤0.01%	1337

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

Advisory Services Network's ITM Position: Q2 2026 in Review

Advisory Services Network sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 1,895 shares — an estimated $88K sold.

Advisory Services Network first reported a position in ITM in Q2 2018 and held it in 17 quarters. The position peaked at $349K in Q1 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Advisory Services Network reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,895 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $88K.
Advisory Services Network first reported a position in VanEck Intermediate Muni ETF in Q2 2018 and held it in 17 quarters.
Advisory Services Network's VanEck Intermediate Muni ETF position peaked at $349K in Q1 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.