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

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

Gradient Investments's ITM Position: Q2 2026 in Review

Gradient Investments increased its VanEck Intermediate Muni ETF (ITM) stake by 3.5% in Q2 2026, buying an estimated $22.1K and bringing the position to 13,916 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #355.

Gradient Investments first reported a position in ITM in Q1 2016 and has held it in 20 quarters since. The position peaked at $965K in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Gradient Investments held 13,916 shares of VanEck Intermediate Muni ETF worth $654K as of Q2 2026.
  • Gradient Investments bought 472 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $22.1K.
  • VanEck Intermediate Muni ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #355 holding.
  • Gradient Investments first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and has held it in 20 quarters since.
  • Gradient Investments's VanEck Intermediate Muni ETF position peaked at $965K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.