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

CFS 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 		$493K Buy
10,510
+1,070
+11% +$50.1K 0.03% 253
2026
Q1 		$444K Sell
9,440
-540
-5% -$25.5K 0.03% 261
2025
Q4 		$471K Buy
9,980
+3
+0% +$141 0.03% 244
2025
Q3 		$471K Sell
9,977
-560
-5% -$25.6K 0.03% 241
2025
Q2 		$479K Sell
10,537
-18,538
-64% -$836K 0.04% 234
2025
Q1 		$1.32M Buy
29,075
+14,018
+93% +$645K 0.12% 141
2024
Q4 		$694K Buy
15,057
+1,490
+11% +$69K 0.06% 183
2024
Q3 		$637K Buy
13,567
+44
+0.3% +$2.04K 0.05% 192
2024
Q2 		$620K Buy
13,523
+3,503
+35% +$161K 0.05% 171
2024
Q1 		$466K Sell
10,020
-278
-3% -$13K 0.08% 113
2023
Q4 		$484K Buy
10,298
+655
+7% +$29.5K 0.09% 105
2023
Q3 		$425K Buy
9,643
+2,936
+44% +$134K 0.07% 127
2023
Q2 		$309K Sell
6,707
-1,693
-20% -$78.1K 0.04% 203
2023
Q1 		$390K Sell
8,400
-14,072
-63% -$649K 0.07% 110
2022
Q4 		$1.02M Sell
22,472
-2,154
-9% -$96.4K 0.23% 60
2022
Q3 		$1.07M Sell
24,626
-5,905
-19% -$270K 0.28% 47
2022
Q2 		$1.39M Buy
+30,531
New +$1.4M 0.21% 99
2021
Q4 		$732K Buy
+14,792
New +$757K 0.1% 149

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 22.9% 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

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

CFS Investment Advisory Services increased its VanEck Intermediate Muni ETF (ITM) stake by 11% in Q2 2026, buying an estimated $50.1K and bringing the position to 10,510 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #253.

CFS Investment Advisory Services first reported a position in ITM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2022. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • CFS Investment Advisory Services held 10,510 shares of VanEck Intermediate Muni ETF worth $493K as of Q2 2026.
  • CFS Investment Advisory Services bought 1,070 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $50.1K.
  • VanEck Intermediate Muni ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #253 holding.
  • CFS Investment Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 18 quarters since.
  • CFS Investment Advisory Services's VanEck Intermediate Muni ETF position peaked at $1.39M in Q2 2022.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.