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

Clearstead 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	$4.29M	Buy	91,330 +122	+0.1%	+$5.71K	0.04%	260
2026 Q1	$4.23M	Buy	91,208 +244	+0.3%	+$11.5K	0.04%	255
2025 Q4	$4.29M	Buy	90,964 +1,049	+1%	+$49.3K	0.05%	220
2025 Q3	$4.19M	Buy	89,915 +10,381	+13%	+$475K	0.06%	215
2025 Q2	$3.62M	Sell	79,534 -8,418	-10%	-$380K	0.05%	232
2025 Q1	$4M	Buy	87,952 +4,099	+5%	+$189K	0.06%	203
2024 Q4	$3.87M	Sell	83,853 -15,205	-15%	-$704K	0.06%	207
2024 Q3	$4.65M	Buy	99,058 +11,163	+13%	+$519K	0.07%	193
2024 Q2	$4.03M	Buy	+87,895	New	+$4.03M	0.07%	197

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

Clearstead Advisors's ITM Position: Q2 2026 in Review

Clearstead Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 0.13% in Q2 2026, buying an estimated $5.71K and bringing the position to 91,330 shares worth $4.29M. The position accounts for 0.04% of the portfolio, ranked #260.

Clearstead Advisors first reported a position in ITM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.65M in Q3 2024. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Clearstead Advisors held 91,330 shares of VanEck Intermediate Muni ETF worth $4.29M as of Q2 2026.
Clearstead Advisors bought 122 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $5.71K.
VanEck Intermediate Muni ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #260 holding.
Clearstead Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's VanEck Intermediate Muni ETF position peaked at $4.65M in Q3 2024.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.