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 Q3	$775K	Buy	17,625 +3,871	+28%	+$177K	0.41%	37
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Gutierrez Wealth Advisory's ITM Position: Q3 2026 in Review

Gutierrez Wealth Advisory increased its VanEck Intermediate Muni ETF (ITM) stake by 28% in Q3 2026, buying an estimated $177K and bringing the position to 17,625 shares worth $775K. The position accounts for 0.41% of the portfolio, ranked #37.

Gutierrez Wealth Advisory first reported a position in ITM in Q2 2025 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

Gutierrez Wealth Advisory held 17,625 shares of VanEck Intermediate Muni ETF worth $775K as of Q3 2026.
Gutierrez Wealth Advisory bought 3,871 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $177K.
VanEck Intermediate Muni ETF made up 0.41% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #37 holding.
Gutierrez Wealth Advisory first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.