Baird Financial Group
ITM icon

Baird Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Baird Financial Group’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
-4,420
Closed -$201K – 1821
2025
Q2 		$201K Buy
+4,420
New +$199K ﹤0.01% 1707
2024
Q3 		– Sell
-16,152
Closed -$740K – 1784
2024
Q2 		$740K Sell
16,152
-23,809
-60% -$1.09M ﹤0.01% 1271
2024
Q1 		$1.86M Buy
39,961
+2,268
+6% +$106K ﹤0.01% 972
2023
Q4 		$1.77M Sell
37,693
-1,353
-3% -$60.9K ﹤0.01% 971
2023
Q3 		$1.72M Sell
39,046
-4,084
-9% -$186K ﹤0.01% 953
2023
Q2 		$1.99M Sell
43,130
-3,051
-7% -$141K 0.01% 908
2023
Q1 		$2.15M Sell
46,181
-100
-0.2% -$4.61K 0.01% 862
2022
Q4 		$2.11M Buy
46,281
+38,572
+500% +$1.73M 0.01% 854
2022
Q3 		$336K Buy
+7,709
New +$352K ﹤0.01% 1418
2018
Q4 		– Sell
-4,765
Closed -$222K – 1315
2018
Q3 		$222K Hold
4,765
– – ﹤0.01% 1261
2018
Q2 		$225K Sell
4,765
-1
-0% -$47 ﹤0.01% 1220
2018
Q1 		$224K Hold
4,766
– – ﹤0.01% 1189
2017
Q4 		$229K Buy
+4,766
New +$229K ﹤0.01% 1185
2016
Q4 		– Sell
-11,664
Closed -$574K – 1226
2016
Q3 		$574K Buy
11,664
+629
+6% +$31.1K 0.01% 897
2016
Q2 		$548K Sell
11,035
-347
-3% -$17K 0.01% 900
2016
Q1 		$551K Buy
11,382
+2,633
+30% +$128K 0.01% 897
2015
Q4 		$419K Sell
8,749
-62
-0.7% -$2.94K ﹤0.01% 969
2015
Q3 		$416K Sell
8,811
-1,452
-14% -$67.8K ﹤0.01% 967
2015
Q2 		$476K Buy
+10,263
New +$480K ﹤0.01% 971

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Baird Financial Group's ITM Position: Q3 2025 in Review

Baird Financial Group sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 4,420 shares — an estimated $201K sold.

Baird Financial Group first reported a position in ITM in Q2 2015 and held it in 19 quarters. The position peaked at $2.15M in Q1 2023. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • Baird Financial Group reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 4,420 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $201K.
  • Baird Financial Group first reported a position in VanEck Intermediate Muni ETF in Q2 2015 and held it in 19 quarters.
  • Baird Financial Group's VanEck Intermediate Muni ETF position peaked at $2.15M in Q1 2023.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.