Beaumont Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Beaumont Financial Advisors’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	$1.27M	Sell	26,942 -272	-1%	-$12.7K	0.08%	146
2026 Q1	$1.26M	Hold	27,214	–	–	0.09%	140
2025 Q4	$1.28M	Hold	27,214	–	–	0.08%	142
2025 Q3	$1.27M	Hold	27,214	–	–	0.08%	140
2025 Q2	$1.24M	Sell	27,214 -545	-2%	-$24.6K	0.09%	128
2025 Q1	$1.26M	Sell	27,759 -5,793	-17%	-$267K	0.1%	126
2024 Q4	$1.55M	Sell	33,552 -435	-1%	-$20.2K	0.12%	113
2024 Q3	$1.6M	Hold	33,987	–	–	0.12%	106
2024 Q2	$1.56M	Hold	33,987	–	–	0.12%	105
2024 Q1	$1.58M	Sell	33,987 -3,955	-10%	-$184K	0.13%	99
2023 Q4	$1.78M	Sell	37,942 -428	-1%	-$19.3K	0.16%	86
2023 Q3	$1.69M	Sell	38,370 -2,930	-7%	-$133K	0.17%	88
2023 Q2	$1.9M	Hold	41,300	–	–	0.18%	90
2023 Q1	$1.92M	Sell	41,300 -1,865	-4%	-$86K	0.19%	78
2022 Q4	$1.97M	Buy	+43,165	New	+$1.93M	0.2%	72

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaumont Financial Advisors's ITM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 1% in Q2 2026, selling an estimated $12.7K and leaving 26,942 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #146.

Beaumont Financial Advisors first reported a position in ITM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q4 2022. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Beaumont Financial Advisors held 26,942 shares of VanEck Intermediate Muni ETF worth $1.27M as of Q2 2026.
Beaumont Financial Advisors sold 272 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $12.7K.
VanEck Intermediate Muni ETF made up 0.08% of Beaumont Financial Advisors's portfolio in Q2 2026, its #146 holding.
Beaumont Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and has held it in 15 quarters since.
Beaumont Financial Advisors's VanEck Intermediate Muni ETF position peaked at $1.97M in Q4 2022.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.