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 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

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

AssetMark Inc's ITM Position: Q2 2026 in Review

AssetMark Inc opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 5 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #3407 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in ITM as recently as Q1 2025.

AssetMark Inc first reported a position in ITM in Q4 2016 and has held it in 6 quarters since. The position peaked at $151K in Q4 2024. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

AssetMark Inc held 5 shares of VanEck Intermediate Muni ETF worth $235 as of Q2 2026.
VanEck Intermediate Muni ETF was a new AssetMark Inc position in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3407 holding.
AssetMark Inc first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and has held it in 6 quarters since.
AssetMark Inc's VanEck Intermediate Muni ETF position peaked at $151K in Q4 2024.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.