Cerity Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cerity Partners’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	$5.79M	Buy	123,275 +854	+0.7%	+$39.9K	0.01%	1021
2026 Q1	$5.68M	Buy	122,421 +29,785	+32%	+$1.41M	0.01%	947
2025 Q4	$4.37M	Buy	92,636 +116	+0.1%	+$5.45K	0.01%	975
2025 Q3	$4.31M	Sell	92,520 -2,494	-3%	-$114K	0.01%	924
2025 Q2	$4.32M	Sell	95,014 -3,372	-3%	-$152K	0.01%	875
2025 Q1	$4.48M	Sell	98,386 -3,122	-3%	-$144K	0.01%	774
2024 Q4	$4.68M	Sell	101,508 -2,689	-3%	-$125K	0.01%	740
2024 Q3	$4.89M	Buy	104,197 +217	+0.2%	+$10.1K	0.01%	700
2024 Q2	$4.77M	Sell	103,980 -2,362	-2%	-$108K	0.01%	621
2024 Q1	$4.95M	Sell	106,342 -22,836	-18%	-$1.06M	0.01%	650
2023 Q4	$6.08M	Sell	129,178 -26,127	-17%	-$1.18M	0.02%	491
2023 Q3	$6.85M	Buy	155,305 +134,896	+661%	+$6.13M	0.03%	361
2023 Q2	$940K	Buy	+20,409	New	+$941K	﹤0.01%	945

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

Cerity Partners's ITM Position: Q2 2026 in Review

Cerity Partners increased its VanEck Intermediate Muni ETF (ITM) stake by 0.7% in Q2 2026, buying an estimated $39.9K and bringing the position to 123,275 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #1021.

Cerity Partners first reported a position in ITM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.85M in Q3 2023. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Cerity Partners held 123,275 shares of VanEck Intermediate Muni ETF worth $5.79M as of Q2 2026.
Cerity Partners bought 854 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $39.9K.
VanEck Intermediate Muni ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1021 holding.
Cerity Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's VanEck Intermediate Muni ETF position peaked at $6.85M in Q3 2023.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.