Granite Harbor Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Granite Harbor Advisors’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	$4.03M	Buy	85,855 +18,634	+28%	+$872K	1.6%	16
2026 Q1	$3.12M	Buy	67,221 +5,658	+9%	+$268K	1.36%	19
2025 Q4	$2.9M	Sell	61,563 -15,883	-21%	-$746K	1.23%	21
2025 Q3	$3.61M	Sell	77,446 -566	-0.7%	-$25.9K	1.52%	18
2025 Q2	$3.55M	Buy	78,012 +8,332	+12%	+$376K	1.67%	18
2025 Q1	$3.17M	Buy	69,680 +2,426	+4%	+$112K	1.68%	18
2024 Q4	$3.1M	Buy	67,254 +9,795	+17%	+$454K	1.71%	18
2024 Q3	$2.7M	Buy	57,459 +5,244	+10%	+$244K	1.56%	19
2024 Q2	$2.39M	Buy	52,215 +4,285	+9%	+$197K	1.52%	21
2024 Q1	$2.23M	Buy	47,930 +438	+0.9%	+$20.4K	1.52%	21
2023 Q4	$2.23M	Sell	47,492 -1,083	-2%	-$48.8K	1.68%	18
2023 Q3	$2.14M	Buy	48,575 +749	+2%	+$34.1K	1.72%	16
2023 Q2	$2.2M	Buy	47,826 +1,854	+4%	+$85.5K	1.71%	16
2023 Q1	$2.14M	Buy	45,972 +322	+0.7%	+$14.8K	1.95%	15
2022 Q4	$2.08M	Buy	+45,650	New	+$2.04M	2.12%	15

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Granite Harbor Advisors's ITM Position: Q2 2026 in Review

Granite Harbor Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 28% in Q2 2026, buying an estimated $872K and bringing the position to 85,855 shares worth $4.03M. The position accounts for 1.6% of the portfolio, ranked #16.

Granite Harbor Advisors first reported a position in ITM in Q4 2022 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Granite Harbor Advisors held 85,855 shares of VanEck Intermediate Muni ETF worth $4.03M as of Q2 2026.
Granite Harbor Advisors bought 18,634 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $872K.
VanEck Intermediate Muni ETF made up 1.6% of Granite Harbor Advisors's portfolio in Q2 2026, its #16 holding.
Granite Harbor Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and has held it in 15 quarters since.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.