AssetMark Inc’s VanEck Intermediate Muni ETF ITM Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-5	Closed	-$235	–	3838
2026 Q2	$235	Buy	+5	New	+$234	﹤0.01%	3407
2025 Q2	–	Sell	-701	Closed	-$31.9K	–	3069
2025 Q1	$31.9K	Sell	701 -2,569	-79%	-$118K	﹤0.01%	1570
2024 Q4	$151K	Buy	3,270 +108	+3%	+$5K	﹤0.01%	1171
2024 Q3	$148K	Hold	3,162	–	–	﹤0.01%	1081
2024 Q2	$145K	Buy	+3,162	New	+$145K	﹤0.01%	1048
2017 Q1	–	Sell	-290	Closed	-$13K	–	1357
2016 Q4	$13K	Buy	+290	New	+$13.7K	﹤0.01%	944

Other funds holding ITM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc's ITM Position: Q3 2026 in Review

AssetMark Inc sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2026, closing a stake of 5 shares — an estimated $235 sold.

AssetMark Inc first reported a position in ITM in Q4 2016 and held it in 6 quarters. The position peaked at $151K in Q4 2024. 79 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

AssetMark Inc reported no remaining VanEck Intermediate Muni ETF position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 5 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $235.
AssetMark Inc first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 6 quarters.
AssetMark Inc's VanEck Intermediate Muni ETF position peaked at $151K in Q4 2024.
79 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.