Creative Planning
ITM icon

Creative Planning’s VanEck Intermediate Muni ETF ITM Stock Holding History

Creative Planning’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
Q1 		$453K Sell
9,763
-594
-6% -$28.1K ﹤0.01% 3098
2025
Q4 		$488K Buy
10,357
+758
+8% +$35.6K ﹤0.01% 2868
2025
Q3 		$447K Buy
9,599
+3,074
+47% +$141K ﹤0.01% 2819
2025
Q2 		$297K Sell
6,525
-263
-4% -$11.9K ﹤0.01% 2900
2025
Q1 		$309K Buy
6,788
+83
+1% +$3.82K ﹤0.01% 2729
2024
Q4 		$309K Sell
6,705
-6,563
-49% -$304K ﹤0.01% 2640
2024
Q3 		$623K Sell
13,268
-5,233
-28% -$243K ﹤0.01% 1916
2024
Q2 		$848K Buy
18,501
+4,079
+28% +$187K ﹤0.01% 1539
2024
Q1 		$671K Buy
14,422
+234
+2% +$10.9K ﹤0.01% 1640
2023
Q4 		$667K Buy
14,188
+30
+0.2% +$1.35K ﹤0.01% 1499
2023
Q3 		$624K Sell
14,158
-5,392
-28% -$245K ﹤0.01% 1422
2023
Q2 		$901K Buy
19,550
+3,529
+22% +$163K ﹤0.01% 1185
2023
Q1 		$744K Sell
16,021
-342
-2% -$15.8K ﹤0.01% 1232
2022
Q4 		$746K Buy
16,363
+390
+2% +$17.5K ﹤0.01% 1186
2022
Q3 		$695K Buy
15,973
+492
+3% +$22.5K ﹤0.01% 1138
2022
Q2 		$707K Sell
15,481
-2,676
-15% -$122K ﹤0.01% 1130
2022
Q1 		$859K Sell
18,157
-1,960
-10% -$96.6K ﹤0.01% 1059
2021
Q4 		$1.03M Buy
20,117
+33
+0.2% +$1.69K ﹤0.01% 949
2021
Q3 		$1.03M Buy
20,084
+2,154
+12% +$112K ﹤0.01% 935
2021
Q2 		$929K Sell
17,930
-3,554
-17% -$184K ﹤0.01% 957
2021
Q1 		$1.1M Sell
21,484
-632
-3% -$32.7K ﹤0.01% 976
2020
Q4 		$1.15M Buy
22,116
+7,466
+51% +$384K ﹤0.01% 881
2020
Q3 		$751K Buy
14,650
+752
+5% +$38.7K ﹤0.01% 928
2020
Q2 		$708K Sell
13,898
-2,562
-16% -$127K ﹤0.01% 881
2020
Q1 		$809K Sell
16,460
-3,485
-17% -$175K ﹤0.01% 732
2019
Q4 		$1M Buy
19,945
+1,503
+8% +$75.5K ﹤0.01% 789
2019
Q3 		$928K Buy
18,442
+1
+0% +$50 ﹤0.01% 788
2019
Q2 		$917K Buy
18,441
+5,630
+44% +$277K ﹤0.01% 789
2019
Q1 		$625K Buy
12,811
+850
+7% +$40.8K ﹤0.01% 927
2018
Q4 		$568K Sell
11,961
-1,252
-9% -$58.3K ﹤0.01% 896
2018
Q3 		$616K Buy
13,213
+2,251
+21% +$106K ﹤0.01% 975
2018
Q2 		$517K Sell
10,962
-375
-3% -$17.6K ﹤0.01% 1050
2018
Q1 		$534K Sell
11,337
-28
-0.2% -$1.32K ﹤0.01% 1049
2017
Q4 		$547K Buy
11,365
+3,580
+46% +$172K ﹤0.01% 1024
2017
Q3 		$374K Buy
7,785
+4
+0.1% +$193 ﹤0.01% 1198
2017
Q2 		$372K Buy
7,781
+1,327
+21% +$63.3K ﹤0.01% 1169
2017
Q1 		$303K Buy
6,454
+2
+0% +$93 ﹤0.01% 1253
2016
Q4 		$299K Buy
6,452
+271
+4% +$12.8K ﹤0.01% 1190
2016
Q3 		$304K Buy
6,181
+5,906
+2,148% +$292K ﹤0.01% 1175
2016
Q2 		$14K Sell
275
-1,424
-84% -$69.7K ﹤0.01% 3024
2016
Q1 		$82K Sell
1,699
-273
-14% -$13.2K ﹤0.01% 1750
2015
Q4 		$95K Buy
1,972
+493
+33% +$23.4K ﹤0.01% 1663
2015
Q3 		$70K Buy
+1,479
New +$69K ﹤0.01% 1812
2015
Q2 		– Sell
-1,404
Closed -$67K – 2040
2015
Q1 		$67K Sell
1,404
-643
-31% -$30.6K ﹤0.01% 1809
2014
Q4 		$97K Buy
2,047
+735
+56% +$34.6K ﹤0.01% 1563
2014
Q3 		$62K Buy
1,312
+500
+62% +$23.3K ﹤0.01% 1771
2014
Q2 		$38K Sell
812
-2,109
-72% -$97.5K ﹤0.01% 2058
2014
Q1 		$133K Buy
2,921
+25
+0.9% +$1.13K ﹤0.01% 1220
2013
Q4 		$127K Buy
2,896
+226
+8% +$10.1K ﹤0.01% 1068
2013
Q3 		$119K Hold
2,670
– – ﹤0.01% 1014
2013
Q2 		$118K Buy
+2,670
New +$124K ﹤0.01% 898

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ITM Position: Q1 2026 in Review

Creative Planning reduced its VanEck Intermediate Muni ETF (ITM) stake by 5.7% in Q1 2026, selling an estimated $28.1K and leaving 9,763 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Creative Planning first reported a position in ITM in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.15M in Q4 2020. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Creative Planning held 9,763 shares of VanEck Intermediate Muni ETF worth $453K as of Q1 2026.
  • Creative Planning sold 594 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $28.1K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3098 holding.
  • Creative Planning first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's VanEck Intermediate Muni ETF position peaked at $1.15M in Q4 2020.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.