Global Financial Private Client’s VanEck Intermediate Muni ETF ITM Stock Holding History

Global Financial Private Client’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	-680	Closed	-$30.9K	–	888
2025 Q1	$30.9K	Hold	680	–	–	0.01%	388
2024 Q4	$31.3K	Hold	680	–	–	0.01%	366
2024 Q3	$31.9K	Hold	680	–	–	0.01%	366
2024 Q2	$31.2K	Hold	680	–	–	0.01%	346
2024 Q1	$31.5K	Hold	680	–	–	0.01%	349
2023 Q4	$32K	Hold	680	–	–	0.02%	338
2023 Q3	$29.8K	Hold	680	–	–	0.02%	332
2023 Q2	$31.2K	Hold	680	–	–	0.02%	334
2023 Q1	$31.6K	Hold	680	–	–	0.02%	331
2022 Q4	$31K	Hold	680	–	–	0.02%	321
2022 Q3	$29.8K	Hold	680	–	–	0.02%	318
2022 Q2	$31.1K	Hold	680	–	–	0.02%	309
2022 Q1	$32.1K	Hold	680	–	–	0.02%	311
2021 Q4	$34.9K	Buy	+680	New	+$34.8K	0.02%	299

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 22.96% 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 $3.46B AUM 21.89% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Financial Private Client's ITM Position: Q2 2025 in Review

Global Financial Private Client sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 680 shares — an estimated $30.9K sold.

Global Financial Private Client first reported a position in ITM in Q4 2021 and held it in 14 quarters. The position peaked at $34.9K in Q4 2021. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Global Financial Private Client reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 680 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $30.9K.
Global Financial Private Client first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's VanEck Intermediate Muni ETF position peaked at $34.9K in Q4 2021.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.