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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,183	Closed	-$55.1K	–	1538
2025 Q3	$55.1K	Hold	1,183	–	–	﹤0.01%	1046
2025 Q2	$53.8K	Buy	+1,183	New	+$53.4K	﹤0.01%	1268
2023 Q2	–	Sell	-3,083	Closed	-$143K	–	1556
2023 Q1	$143K	Sell	3,083 -3,083	-50%	-$142K	0.01%	880
2022 Q4	$281K	Buy	+6,166	New	+$276K	0.01%	734

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Ameritas Advisory Services's ITM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2025, closing a stake of 1,183 shares — an estimated $55.1K sold.

Ameritas Advisory Services first reported a position in ITM in Q4 2022 and held it in 4 quarters. The position peaked at $281K in Q4 2022. 180 funds tracked by Wall St. Rank hold ITM as of Q4 2025.

Ameritas Advisory Services reported no remaining VanEck Intermediate Muni ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,183 VanEck Intermediate Muni ETF shares in Q4 2025, an estimated $55.1K.
Ameritas Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 4 quarters.
Ameritas Advisory Services's VanEck Intermediate Muni ETF position peaked at $281K in Q4 2022.
180 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.