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Concurrent Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Concurrent Investment 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 		$450K Buy
9,583
+267
+3% +$12.5K ﹤0.01% 1463
2026
Q1 		$433K Buy
9,316
+372
+4% +$17.6K ﹤0.01% 1287
2025
Q4 		$422K Buy
+8,944
New +$420K ﹤0.01% 1226

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 22.9% 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

Concurrent Investment Advisors's ITM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 2.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 9,583 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Concurrent Investment Advisors first reported a position in ITM in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Concurrent Investment Advisors held 9,583 shares of VanEck Intermediate Muni ETF worth $450K as of Q2 2026.
  • Concurrent Investment Advisors bought 267 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $12.5K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1463 holding.
  • Concurrent Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.