GRP
ITM icon

Global Retirement Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Global Retirement 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 		$135K Buy
+2,870
New +$134K ﹤0.01% 1852
2025
Q4 		$209K Hold
4,428
– – ﹤0.01% 1457
2025
Q3 		$206K Buy
4,428
+2,703
+157% +$124K ﹤0.01% 1166
2025
Q2 		$78.4K Buy
+1,725
New +$77.8K ﹤0.01% 1540
2024
Q4 		$71.4K Hold
1,549
– – ﹤0.01% 1443
2024
Q3 		$72.7K Sell
1,549
-3,000
-66% -$139K ﹤0.01% 1381
2024
Q2 		$209K Sell
4,549
-105
-2% -$4.82K 0.01% 865
2024
Q1 		$216K Sell
4,654
-490
-10% -$22.8K 0.01% 767
2023
Q4 		$240K Buy
5,144
+2,590
+101% +$117K 0.01% 687
2023
Q3 		$112K Sell
2,554
-760
-23% -$34.6K 0.01% 887
2023
Q2 		$153K Hold
3,314
– – 0.01% 794
2023
Q1 		$154K Buy
+3,314
New +$153K 0.01% 770
2019
Q1 		– Sell
-572
Closed -$27K – 1541
2018
Q4 		$27K Hold
572
– – 0.01% 659
2018
Q3 		$27K Sell
572
-13
-2% -$611 0.01% 722
2018
Q2 		$28K Hold
585
– – 0.01% 695
2018
Q1 		$28K Hold
585
– – 0.01% 671
2017
Q4 		$28K Buy
585
+214
+58% +$10.3K 0.01% 644
2017
Q3 		$18K Buy
371
+243
+190% +$11.7K 0.01% 680
2017
Q2 		$6K Buy
+128
New +$6.1K ﹤0.01% 903

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

Global Retirement Partners's ITM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 2,870 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #1852 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ITM as recently as Q4 2025.

Global Retirement Partners first reported a position in ITM in Q2 2017 and has held it in 19 quarters since. The position peaked at $240K in Q4 2023. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Global Retirement Partners held 2,870 shares of VanEck Intermediate Muni ETF worth $135K as of Q2 2026.
  • VanEck Intermediate Muni ETF was a new Global Retirement Partners position in Q2 2026.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1852 holding.
  • Global Retirement Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2017 and has held it in 19 quarters since.
  • Global Retirement Partners's VanEck Intermediate Muni ETF position peaked at $240K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.