BIAS
ITM icon

Beacon Investment Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Beacon Investment Advisory Services’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 		$9.73K Hold
207
– – ﹤0.01% 628
2026
Q1 		$9.61K Buy
+207
New +$9.79K ﹤0.01% 646

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

Beacon Investment Advisory Services's ITM Position: Q2 2026 in Review

Beacon Investment Advisory Services held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 207 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Beacon Investment Advisory Services first reported a position in ITM in Q1 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Beacon Investment Advisory Services held 207 shares of VanEck Intermediate Muni ETF worth $9.73K as of Q2 2026.
  • Beacon Investment Advisory Services left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #628 holding.
  • Beacon Investment Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q1 2026 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.