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Atlantic Union Bankshares’s VanEck Intermediate Muni ETF ITM Stock Holding History

Atlantic Union Bankshares’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
Q3 		– Sell
-57
Closed -$2.59K – 1672
2025
Q2 		$2.59K Buy
+57
New +$2.57K ﹤0.01% 1059

Other funds holding ITM

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Union Bankshares's ITM Position: Q3 2025 in Review

Atlantic Union Bankshares sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 57 shares — an estimated $2.59K sold.

Atlantic Union Bankshares first reported a position in ITM in Q2 2025 and held it in 1 quarter. The position peaked at $2.59K in Q2 2025. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • Atlantic Union Bankshares reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Atlantic Union Bankshares sold 57 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $2.59K.
  • Atlantic Union Bankshares first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and held it in 1 quarter.
  • Atlantic Union Bankshares's VanEck Intermediate Muni ETF position peaked at $2.59K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Atlantic Union Bankshares's 13F filing for Q3 2025, filed 4 Nov 2025.