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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gutierrez Wealth Advisory's ITM Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.98% in Q1 2026, selling an estimated $6.43K and leaving 13,698 shares worth $636K. The position accounts for 0.4% of the portfolio, ranked #33.

Gutierrez Wealth Advisory first reported a position in ITM in Q2 2025 and has held it in 4 quarters since. The position peaked at $652K in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Gutierrez Wealth Advisory held 13,698 shares of VanEck Intermediate Muni ETF worth $636K as of Q1 2026.
  • Gutierrez Wealth Advisory sold 136 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $6.43K.
  • VanEck Intermediate Muni ETF made up 0.4% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #33 holding.
  • Gutierrez Wealth Advisory first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 4 quarters since.
  • Gutierrez Wealth Advisory's VanEck Intermediate Muni ETF position peaked at $652K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.