Bank of Montreal
ITM icon

Bank of Montreal’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bank of Montreal’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 		$7.2K Hold
155
– – ﹤0.01% 3598
2025
Q4 		$7.31K Sell
155
-6,038
-97% -$284K ﹤0.01% 3451
2025
Q3 		$289K Hold
6,193
– – ﹤0.01% 2548
2025
Q2 		$282K Hold
6,193
– – ﹤0.01% 2608
2025
Q1 		$282K Hold
6,193
– – ﹤0.01% 2548
2024
Q4 		$285K Hold
6,193
– – ﹤0.01% 2579
2024
Q3 		$291K Sell
6,193
-305
-5% -$14.2K ﹤0.01% 2799
2024
Q2 		$300K Sell
6,498
-282,595
-98% -$13M ﹤0.01% 2739
2024
Q1 		$13.5M Buy
289,093
+277,554
+2,405% +$12.9M ﹤0.01% 876
2023
Q4 		$543K Sell
11,539
-3,187
-22% -$143K ﹤0.01% 2438
2023
Q3 		$666K Hold
14,726
– – ﹤0.01% 2273
2023
Q2 		$679K Hold
14,726
– – ﹤0.01% 2393
2023
Q1 		$684K Buy
+14,726
New +$679K ﹤0.01% 2279
2015
Q2 		– Sell
-1,500
Closed -$71K – 4023
2015
Q1 		$71K Hold
1,500
– – ﹤0.01% 2785
2014
Q4 		$71K Buy
1,500
+634
+73% +$29.9K ﹤0.01% 2924
2014
Q3 		$41K Sell
866
-634
-42% -$29.6K ﹤0.01% 3212
2014
Q2 		$70K Buy
+1,500
New +$69.3K ﹤0.01% 3041

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

Bank of Montreal's ITM Position: Q1 2026 in Review

Bank of Montreal held its VanEck Intermediate Muni ETF (ITM) position steady in Q1 2026 at 155 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

Bank of Montreal first reported a position in ITM in Q2 2014 and has held it in 17 quarters since. The position peaked at $13.5M in Q1 2024. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Bank of Montreal held 155 shares of VanEck Intermediate Muni ETF worth $7.2K as of Q1 2026.
  • Bank of Montreal left its VanEck Intermediate Muni ETF share count unchanged in Q1 2026.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3598 holding.
  • Bank of Montreal first reported a position in VanEck Intermediate Muni ETF in Q2 2014 and has held it in 17 quarters since.
  • Bank of Montreal's VanEck Intermediate Muni ETF position peaked at $13.5M in Q1 2024.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.