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Daymark Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Daymark Wealth Partners’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 		$1.97M Buy
+42,022
New +$1.97M 0.05% 250
2024
Q1 		– Sell
-7,520
Closed -$354K – 433
2023
Q4 		$354K Buy
+7,520
New +$339K 0.02% 293

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

Daymark Wealth Partners's ITM Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 42,022 shares worth $1.97M. The stake represents 0.05% of the portfolio and ranks #250 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in ITM as recently as Q4 2023.

Daymark Wealth Partners first reported a position in ITM in Q4 2023 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Daymark Wealth Partners held 42,022 shares of VanEck Intermediate Muni ETF worth $1.97M as of Q2 2026.
  • VanEck Intermediate Muni ETF was a new Daymark Wealth Partners position in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.05% of Daymark Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • Daymark Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.