Gradient Investments
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
Q3 		$454K Sell
10,321
-3,595
-26% -$164K 0.01% 383
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FOCUS Wealth Advisors
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Gradient Investments's ITM Position: Q3 2026 in Review

Gradient Investments reduced its VanEck Intermediate Muni ETF (ITM) stake by 26% in Q3 2026, selling an estimated $164K and leaving 10,321 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #383.

Gradient Investments first reported a position in ITM in Q1 2016 and has held it in 21 quarters since. The position peaked at $965K in Q4 2025. 75 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • Gradient Investments held 10,321 shares of VanEck Intermediate Muni ETF worth $454K as of Q3 2026.
  • Gradient Investments sold 3,595 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $164K.
  • VanEck Intermediate Muni ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #383 holding.
  • Gradient Investments first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and has held it in 21 quarters since.
  • Gradient Investments's VanEck Intermediate Muni ETF position peaked at $965K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.