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Baker Avenue Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Baker Avenue Asset Management’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 		$1.14M Buy
24,283
+826
+4% +$38.6K 0.02% 275
2026
Q1 		$1.09M Buy
23,457
+797
+4% +$37.7K 0.02% 270
2025
Q4 		$1.07M Buy
22,660
+1,093
+5% +$51.4K 0.02% 252
2025
Q3 		$1.01M Buy
21,567
+266
+1% +$12.2K 0.02% 255
2025
Q2 		$969K Buy
21,301
+391
+2% +$17.6K 0.03% 241
2025
Q1 		$952K Buy
20,910
+1,758
+9% +$80.9K 0.03% 240
2024
Q4 		$883K Buy
19,152
+1,449
+8% +$67.1K 0.03% 245
2024
Q3 		$831K Buy
17,703
+2,104
+13% +$97.7K 0.03% 249
2024
Q2 		$715K Sell
15,599
-468
-3% -$21.5K 0.02% 244
2024
Q1 		$747K Sell
16,067
-4,043
-20% -$188K 0.03% 232
2023
Q4 		$946K Buy
20,110
+137
+0.7% +$6.17K 0.04% 209
2023
Q3 		$881K Buy
19,973
+6,070
+44% +$276K 0.04% 210
2023
Q2 		$641K Buy
13,903
+8,810
+173% +$406K 0.03% 240
2023
Q1 		$237K Buy
+5,093
New +$235K 0.01% 323

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
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
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

Baker Avenue Asset Management's ITM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its VanEck Intermediate Muni ETF (ITM) stake by 3.5% in Q2 2026, buying an estimated $38.6K and bringing the position to 24,283 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #275.

Baker Avenue Asset Management first reported a position in ITM in Q1 2023 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Baker Avenue Asset Management held 24,283 shares of VanEck Intermediate Muni ETF worth $1.14M as of Q2 2026.
  • Baker Avenue Asset Management bought 826 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $38.6K.
  • VanEck Intermediate Muni ETF made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #275 holding.
  • Baker Avenue Asset Management first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and has held it in 14 quarters since.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.