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Goodwin Investment Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History

Goodwin Investment Advisory’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 		$725K Hold
15,431
– – 1.46% 16
2026
Q1 		$716K Sell
15,431
-7,685
-33% -$363K 0.85% 15
2025
Q4 		$1.09M Sell
23,116
-7
-0% -$329 1.2% 11
2025
Q3 		$1.08M Sell
23,123
-49
-0.2% -$2.24K 1.16% 12
2025
Q2 		$1.05M Sell
23,172
-1,507
-6% -$68K 1.22% 13
2025
Q1 		$1.12M Sell
24,679
-28,828
-54% -$1.33M 1.74% 10
2024
Q4 		$2.47M Sell
53,507
-288
-0.5% -$13.3K 1.29% 12
2024
Q3 		$2.53M Sell
53,795
-3,176,042
-98% -$148M 1.09% 11
2024
Q2 		$2.68M Buy
3,229,837
+3,168,311
+5,150% +$145M 1.23% 10
2024
Q1 		$2.86M Sell
61,526
-1,924
-3% -$89.7K 1.35% 10
2023
Q4 		$2.98M Buy
63,450
+10,834
+21% +$488K 1.55% 10
2023
Q3 		$2.32M Buy
52,616
+24,617
+88% +$1.12M 1.37% 9
2023
Q2 		$1.29M Sell
27,999
-440
-2% -$20.3K 0.75% 12
2023
Q1 		$1.32M Buy
28,439
+429
+2% +$19.8K 0.86% 12
2022
Q4 		$1.28M Sell
28,010
-9,905
-26% -$443K 0.91% 12
2022
Q3 		$1.65M Buy
37,915
+20,229
+114% +$925K 1.25% 16
2022
Q2 		$808K Sell
17,686
-35,098
-66% -$1.6M 0.62% 18
2022
Q1 		$2.5M Buy
+52,784
New +$2.6M 1.71% 11

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

Goodwin Investment Advisory's ITM Position: Q2 2026 in Review

Goodwin Investment Advisory held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 15,431 shares worth $725K. The position accounts for 1.46% of the portfolio, ranked #16.

Goodwin Investment Advisory first reported a position in ITM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.98M in Q4 2023. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Goodwin Investment Advisory held 15,431 shares of VanEck Intermediate Muni ETF worth $725K as of Q2 2026.
  • Goodwin Investment Advisory left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up 1.46% of Goodwin Investment Advisory's portfolio in Q2 2026, its #16 holding.
  • Goodwin Investment Advisory first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and has held it in 18 quarters since.
  • Goodwin Investment Advisory's VanEck Intermediate Muni ETF position peaked at $2.98M in Q4 2023.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.