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Claro Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Claro Advisors’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 		$356K Buy
+7,574
New +$354K 0.04% 358
2025
Q2 		– Sell
-9,616
Closed -$438K – 442
2025
Q1 		$438K Buy
+9,616
New +$443K 0.06% 295

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

Claro Advisors's ITM Position: Q2 2026 in Review

Claro Advisors opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 7,574 shares worth $356K. The stake represents 0.04% of the portfolio and ranks #358 among its holdings. This is a return to the name: Claro Advisors previously reported a position in ITM as recently as Q1 2025.

Claro Advisors first reported a position in ITM in Q1 2025 and has held it in 2 quarters since. The position peaked at $438K in Q1 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Claro Advisors held 7,574 shares of VanEck Intermediate Muni ETF worth $356K as of Q2 2026.
  • VanEck Intermediate Muni ETF was a new Claro Advisors position in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #358 holding.
  • Claro Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2025 and has held it in 2 quarters since.
  • Claro Advisors's VanEck Intermediate Muni ETF position peaked at $438K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.