BTI
ITM icon

Blue Trust Inc’s VanEck Intermediate Muni ETF ITM Stock Holding History

Blue Trust Inc’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 		$82.7K Buy
1,760
+1,127
+178% +$52.7K ﹤0.01% 1130
2026
Q1 		$29.4K Buy
633
+310
+96% +$14.7K ﹤0.01% 1526
2025
Q4 		$15.2K Sell
323
-17
-5% -$799 ﹤0.01% 1755
2025
Q3 		$15.8K Buy
340
+26
+8% +$1.19K ﹤0.01% 1733
2025
Q2 		$14.3K Buy
314
+246
+362% +$11.1K ﹤0.01% 1790
2025
Q1 		$3.1K Sell
68
-316
-82% -$14.5K ﹤0.01% 2171
2024
Q4 		$17.7K Buy
+384
New +$17.8K ﹤0.01% 1644
2024
Q1 		– Sell
-794
Closed -$35K – 2465
2023
Q4 		$35K Buy
+794
New +$35.7K ﹤0.01% 1072

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

Blue Trust Inc's ITM Position: Q2 2026 in Review

Blue Trust Inc increased its VanEck Intermediate Muni ETF (ITM) stake by 178% in Q2 2026, buying an estimated $52.7K and bringing the position to 1,760 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Blue Trust Inc first reported a position in ITM in Q4 2023 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Blue Trust Inc held 1,760 shares of VanEck Intermediate Muni ETF worth $82.7K as of Q2 2026.
  • Blue Trust Inc bought 1,127 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $52.7K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1130 holding.
  • Blue Trust Inc first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 8 quarters since.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.