Clarity Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Clarity Asset Management’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	–	Sell	-362	Closed	-$16.8K	–	168
2026 Q1	$16.8K	Buy	362 +2	+0.6%	+$95	0.01%	207
2025 Q4	$17K	Buy	360 +3	+0.8%	+$141	0.01%	174
2025 Q3	$16.6K	Buy	357 +3	+0.8%	+$137	0.01%	178
2025 Q2	$16.1K	Buy	+354	New	+$16K	0.01%	183

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

Clarity Asset Management's ITM Position: Q2 2026 in Review

Clarity Asset Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 362 shares — an estimated $16.8K sold.

Clarity Asset Management first reported a position in ITM in Q2 2025 and held it in 4 quarters. The position peaked at $17K in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Clarity Asset Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 362 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $16.8K.
Clarity Asset Management first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and held it in 4 quarters.
Clarity Asset Management's VanEck Intermediate Muni ETF position peaked at $17K in Q4 2025.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.