DHJJ Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

DHJJ Financial 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	$188	Hold	4	–	–	﹤0.01%	1006
2026 Q1	$186	Hold	4	–	–	﹤0.01%	1004
2025 Q4	$189	Hold	4	–	–	﹤0.01%	955
2025 Q3	$187	Hold	4	–	–	﹤0.01%	922
2025 Q2	$182	Hold	4	–	–	﹤0.01%	898
2025 Q1	$183	Hold	4	–	–	﹤0.01%	853
2024 Q4	$185	Hold	4	–	–	﹤0.01%	820
2024 Q3	$188	Hold	4	–	–	﹤0.01%	805
2024 Q2	$184	Hold	4	–	–	﹤0.01%	757
2024 Q1	$187	Hold	4	–	–	﹤0.01%	740
2023 Q4	$189	Hold	4	–	–	﹤0.01%	730
2023 Q3	$177	Buy	+4	New	+$182	﹤0.01%	727

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DHJJ Financial Advisors's ITM Position: Q2 2026 in Review

DHJJ Financial Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 4 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

DHJJ Financial Advisors first reported a position in ITM in Q3 2023 and has held it in 12 quarters since. The position peaked at $189 in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

DHJJ Financial Advisors held 4 shares of VanEck Intermediate Muni ETF worth $188 as of Q2 2026.
DHJJ Financial Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1006 holding.
DHJJ Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's VanEck Intermediate Muni ETF position peaked at $189 in Q4 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.