Gutierrez Wealth Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History

Gutierrez Wealth 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	$646K	Buy	13,754 +56	+0.4%	+$2.62K	0.37%	34
2026 Q1	$636K	Sell	13,698 -136	-1%	-$6.43K	0.4%	33
2025 Q4	$652K	Buy	13,834 +4,541	+49%	+$213K	0.41%	30
2025 Q3	$433K	Sell	9,293 -4,305	-32%	-$197K	0.28%	35
2025 Q2	$618K	Buy	+13,598	New	+$613K	0.41%	29

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

Gutierrez Wealth Advisory's ITM Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its VanEck Intermediate Muni ETF (ITM) stake by 0.41% in Q2 2026, buying an estimated $2.62K and bringing the position to 13,754 shares worth $646K. The position accounts for 0.37% of the portfolio, ranked #34.

Gutierrez Wealth Advisory first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. The position peaked at $652K in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Gutierrez Wealth Advisory held 13,754 shares of VanEck Intermediate Muni ETF worth $646K as of Q2 2026.
Gutierrez Wealth Advisory bought 56 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $2.62K.
VanEck Intermediate Muni ETF made up 0.37% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #34 holding.
Gutierrez Wealth Advisory first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
Gutierrez Wealth Advisory's VanEck Intermediate Muni ETF position peaked at $652K in Q4 2025.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.