CRFG
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Columbia River Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Columbia River Financial Group’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
-16,912
Closed -$769K – 81
2025
Q1 		$769K Buy
16,912
+1,248
+8% +$57.4K 0.51% 32
2024
Q4 		$722K Buy
+15,664
New +$726K 0.5% 32

Other funds holding ITM

Bank of America
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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

Columbia River Financial Group's ITM Position: Q2 2025 in Review

Columbia River Financial Group sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 16,912 shares — an estimated $769K sold.

Columbia River Financial Group first reported a position in ITM in Q4 2024 and held it in 2 quarters. The position peaked at $769K in Q1 2025. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Columbia River Financial Group reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 16,912 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $769K.
  • Columbia River Financial Group first reported a position in VanEck Intermediate Muni ETF in Q4 2024 and held it in 2 quarters.
  • Columbia River Financial Group's VanEck Intermediate Muni ETF position peaked at $769K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.