HighMark Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

HighMark Wealth Management’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	$2.56K	Buy	55 +1	+2%	+$47	﹤0.01%	448
2026 Q1	$2.52K	Hold	54	–	–	﹤0.01%	441
2025 Q4	$2.54K	Buy	54 +1	+2%	+$47	﹤0.01%	469
2025 Q3	$2.49K	Hold	53	–	–	﹤0.01%	474
2025 Q2	$2.41K	Buy	+53	New	+$2.39K	﹤0.01%	474

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

HighMark Wealth Management's ITM Position: Q2 2026 in Review

HighMark Wealth Management increased its VanEck Intermediate Muni ETF (ITM) stake by 1.9% in Q2 2026, buying an estimated $47 and bringing the position to 55 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

HighMark Wealth Management first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

HighMark Wealth Management held 55 shares of VanEck Intermediate Muni ETF worth $2.56K as of Q2 2026.
HighMark Wealth Management bought 1 VanEck Intermediate Muni ETF share in Q2 2026, an estimated $47.
VanEck Intermediate Muni ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #448 holding.
HighMark Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.