Envestnet Portfolio Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q2	–	Sell	-8,434	Closed	-$384K	–	1596
2025 Q1	$384K	Sell	8,434 -4,527	-35%	-$208K	﹤0.01%	1165
2024 Q4	$597K	Buy	12,961 +4,932	+61%	+$228K	﹤0.01%	1147
2024 Q3	$377K	Sell	8,029 -2,613	-25%	-$121K	﹤0.01%	1337
2024 Q2	$488K	Buy	10,642 +61	+0.6%	+$2.8K	﹤0.01%	1154
2024 Q1	$492K	Sell	10,581 -8,793	-45%	-$410K	﹤0.01%	1130
2023 Q4	$911K	Buy	19,374 +9,707	+100%	+$437K	﹤0.01%	815
2023 Q3	$426K	Buy	+9,667	New	+$440K	﹤0.01%	1053

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envestnet Portfolio Solutions's ITM Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 8,434 shares — an estimated $384K sold.

Envestnet Portfolio Solutions first reported a position in ITM in Q3 2023 and held it in 7 quarters. The position peaked at $911K in Q4 2023. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 8,434 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $384K.
Envestnet Portfolio Solutions first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's VanEck Intermediate Muni ETF position peaked at $911K in Q4 2023.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.