AT
ITM icon

Avalon Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avalon Trust’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
Q1 		$51.1K Hold
1,100
– – ﹤0.01% 283
2025
Q4 		$51.9K Hold
1,100
– – ﹤0.01% 276
2025
Q3 		$51.3K Hold
1,100
– – ﹤0.01% 312
2025
Q2 		$50K Hold
1,100
– – ﹤0.01% 258
2025
Q1 		$50.1K Hold
1,100
– – ﹤0.01% 255
2024
Q4 		$50.7K Hold
1,100
– – ﹤0.01% 225
2024
Q3 		$51.6K Hold
1,100
– – ﹤0.01% 213
2024
Q2 		$50.4K Hold
1,100
– – ﹤0.01% 207
2024
Q1 		$51.2K Hold
1,100
– – ﹤0.01% 217
2023
Q4 		$51.7K Hold
1,100
– – ﹤0.01% 207
2023
Q3 		$48.5K Hold
1,100
– – ﹤0.01% 193
2023
Q2 		$50.7K Hold
1,100
– – ﹤0.01% 203
2023
Q1 		$51.1K Buy
+1,100
New +$50.7K 0.01% 201

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avalon Trust's ITM Position: Q1 2026 in Review

Avalon Trust held its VanEck Intermediate Muni ETF (ITM) position steady in Q1 2026 at 1,100 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Avalon Trust first reported a position in ITM in Q1 2023 and has held it in 13 quarters since. The position peaked at $51.9K in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Avalon Trust held 1,100 shares of VanEck Intermediate Muni ETF worth $51.1K as of Q1 2026.
  • Avalon Trust left its VanEck Intermediate Muni ETF share count unchanged in Q1 2026.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #283 holding.
  • Avalon Trust first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's VanEck Intermediate Muni ETF position peaked at $51.9K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.