GI
ITM icon

Gradient Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

Gradient Investments’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 		$654K Buy
13,916
+472
+4% +$22.1K 0.01% 355
2026
Q1 		$624K Sell
13,444
-7,025
-34% -$332K 0.01% 336
2025
Q4 		$965K Buy
20,469
+1,261
+7% +$59.3K 0.02% 247
2025
Q3 		$895K Buy
19,208
+9,406
+96% +$431K 0.01% 266
2025
Q2 		$446K Buy
9,802
+889
+10% +$40.1K 0.01% 296
2025
Q1 		$406K Buy
8,913
+392
+5% +$18K 0.01% 264
2024
Q4 		$393K Sell
8,521
-818
-9% -$37.9K 0.01% 250
2024
Q3 		$438K Buy
9,339
+385
+4% +$17.9K 0.01% 242
2024
Q2 		$410K Buy
8,954
+104
+1% +$4.77K 0.01% 255
2024
Q1 		$412K Buy
8,850
+104
+1% +$4.85K 0.01% 242
2023
Q4 		$411K Sell
8,746
-104
-1% -$4.68K 0.01% 277
2023
Q3 		$390K Buy
8,850
+1,899
+27% +$86.4K 0.01% 253
2023
Q2 		$320K Sell
6,951
-955
-12% -$44K 0.01% 278
2023
Q1 		$367K Buy
7,906
+100
+1% +$4.61K 0.01% 251
2022
Q4 		$356K Sell
7,806
-3,222
-29% -$144K 0.01% 259
2022
Q3 		$480K Buy
+11,028
New +$504K 0.01% 210
2019
Q4 		– Sell
-123
Closed -$6K – 1159
2019
Q3 		$6K Buy
+123
New +$6.2K ﹤0.01% 775
2016
Q4 		– Sell
-503
Closed -$25K – 760
2016
Q3 		$25K Hold
503
– – ﹤0.01% 332
2016
Q2 		$25K Buy
503
+1
+0.2% +$49 ﹤0.01% 325
2016
Q1 		$24K Buy
+502
New +$24.3K ﹤0.01% 340

Other funds holding ITM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return