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Clear Retirement Advice’s VanEck Intermediate Muni ETF ITM Stock Holding History

Clear Retirement Advice’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 		$355K Hold
7,552
– – 0.24% 39
2026
Q1 		$351K Hold
7,552
– – 0.28% 37
2025
Q4 		$358K Buy
+7,552
New +$355K 0.28% 38

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

Clear Retirement Advice's ITM Position: Q2 2026 in Review

Clear Retirement Advice held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 7,552 shares worth $355K. The position accounts for 0.24% of the portfolio, ranked #39.

Clear Retirement Advice first reported a position in ITM in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Clear Retirement Advice held 7,552 shares of VanEck Intermediate Muni ETF worth $355K as of Q2 2026.
  • Clear Retirement Advice left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.24% of Clear Retirement Advice's portfolio in Q2 2026, its #39 holding.
  • Clear Retirement Advice first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • Clear Retirement Advice's VanEck Intermediate Muni ETF position peaked at $358K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.