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ITM icon

Choreo LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

Choreo LLC’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 		$895K Buy
19,049
+6
+0% +$281 0.01% 696
2026
Q1 		$884K Buy
19,043
+1,593
+9% +$75.3K 0.01% 667
2025
Q4 		$825K Hold
17,450
– – 0.01% 683
2025
Q3 		$813K Sell
17,450
-21,114
-55% -$967K 0.01% 689
2025
Q2 		$1.75M Buy
38,564
+22,225
+136% +$1M 0.02% 405
2025
Q1 		$744K Sell
16,339
-202
-1% -$9.3K 0.01% 662
2024
Q4 		$764K Buy
16,541
+321
+2% +$14.9K 0.01% 683
2024
Q3 		$763K Hold
16,220
– – 0.01% 690
2024
Q2 		$741K Buy
+16,220
New +$744K 0.01% 638

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

Choreo LLC's ITM Position: Q2 2026 in Review

Choreo LLC increased its VanEck Intermediate Muni ETF (ITM) stake by 0.03% in Q2 2026, buying an estimated $281 and bringing the position to 19,049 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #696.

Choreo LLC first reported a position in ITM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q2 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Choreo LLC held 19,049 shares of VanEck Intermediate Muni ETF worth $895K as of Q2 2026.
  • Choreo LLC bought 6 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $281.
  • VanEck Intermediate Muni ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #696 holding.
  • Choreo LLC first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's VanEck Intermediate Muni ETF position peaked at $1.75M in Q2 2025.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.