GeoWealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

GeoWealth Management’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	$89.8K	Buy	+1,911	New	+$89.4K	﹤0.01%	839
2025 Q1	–	Sell	-437	Closed	-$20.1K	–	1443
2024 Q4	$20.1K	Hold	437	–	–	﹤0.01%	1375
2024 Q3	$20.5K	Buy	+437	New	+$20.3K	﹤0.01%	1274
2023 Q2	–	Sell	-3,955	Closed	-$184K	–	457
2023 Q1	$184K	Sell	3,955 -7,936	-67%	-$366K	0.02%	214
2022 Q4	$542K	Sell	11,891 -17,962	-60%	-$804K	0.06%	142
2022 Q3	$1.3M	Sell	29,853 -3,635	-11%	-$166K	0.14%	103
2022 Q2	$1.53M	Buy	33,488 +2,147	+7%	+$98.1K	0.2%	87
2022 Q1	$1.48M	Sell	31,341 -2,846	-8%	-$140K	0.13%	121
2021 Q4	$1.75M	Buy	34,187 +8,572	+33%	+$439K	0.14%	109
2021 Q3	$1.31M	Buy	25,615 +202	+0.8%	+$10.5K	0.11%	141
2021 Q2	$1.32M	Buy	+25,413	New	+$1.31M	0.17%	92
2021 Q1	–	Sell	-12,358	Closed	-$643K	–	221
2020 Q4	$643K	Buy	+12,358	New	+$636K	0.1%	129

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

GeoWealth Management's ITM Position: Q2 2026 in Review

GeoWealth Management opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 1,911 shares worth $89.8K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in ITM as recently as Q4 2024.

GeoWealth Management first reported a position in ITM in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.75M in Q4 2021. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

GeoWealth Management held 1,911 shares of VanEck Intermediate Muni ETF worth $89.8K as of Q2 2026.
VanEck Intermediate Muni ETF was a new GeoWealth Management position in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #839 holding.
GeoWealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and has held it in 12 quarters since.
GeoWealth Management's VanEck Intermediate Muni ETF position peaked at $1.75M in Q4 2021.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.