DIA
ITM icon

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

Davidson 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 		$19.3M Buy
410,872
+6,505
+2% +$304K 0.79% 46
2026
Q1 		$18.8M Buy
404,367
+17,795
+5% +$842K 0.81% 46
2025
Q4 		$18.2M Buy
386,572
+16,838
+5% +$791K 0.76% 51
2025
Q3 		$17.2M Buy
369,734
+19,687
+6% +$901K 0.73% 58
2025
Q2 		$15.9M Buy
350,047
+385
+0.1% +$17.4K 0.72% 63
2025
Q1 		$15.9M Buy
349,662
+14,298
+4% +$658K 0.79% 58
2024
Q4 		$15.5M Buy
335,364
+23,412
+8% +$1.08M 0.75% 55
2024
Q3 		$14.6M Buy
311,952
+39,695
+15% +$1.84M 0.71% 65
2024
Q2 		$12.5M Buy
272,257
+27,710
+11% +$1.27M 0.64% 64
2024
Q1 		$11.4M Sell
244,547
-2,555
-1% -$119K 0.59% 74
2023
Q4 		$11.6M Sell
247,102
-18,986
-7% -$855K 0.67% 69
2023
Q3 		$11.7M Sell
266,088
-13,673
-5% -$622K 0.75% 63
2023
Q2 		$12.9M Sell
279,761
-1,223
-0.4% -$56.4K 0.81% 61
2023
Q1 		$13.1M Buy
+280,984
New +$13M 0.86% 59

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

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

Davidson Investment Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 1.6% in Q2 2026, buying an estimated $304K and bringing the position to 410,872 shares worth $19.3M. The position accounts for 0.79% of the portfolio, ranked #46.

Davidson Investment Advisors first reported a position in ITM in Q1 2023 and has held it in 14 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Davidson Investment Advisors held 410,872 shares of VanEck Intermediate Muni ETF worth $19.3M as of Q2 2026.
  • Davidson Investment Advisors bought 6,505 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $304K.
  • VanEck Intermediate Muni ETF made up 0.79% of Davidson Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Davidson Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and has held it in 14 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.