CA
ITM icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Claro Advisors's ITM Position: Q2 2025 in Review

Claro Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 9,616 shares — an estimated $438K sold.

Claro Advisors first reported a position in ITM in Q1 2025 and held it in 1 quarter. The position peaked at $438K in Q1 2025. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Claro Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 9,616 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $438K.
  • Claro Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2025 and held it in 1 quarter.
  • Claro Advisors's VanEck Intermediate Muni ETF position peaked at $438K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.