Hummer Financial Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Hummer Financial Advisory Services’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	$411K	Hold	8,750	–	–	0.27%	79
2026 Q1	$406K	Hold	8,750	–	–	0.29%	73
2025 Q4	$413K	Hold	8,750	–	–	0.29%	70
2025 Q3	$408K	Hold	8,750	–	–	0.3%	71
2025 Q2	$398K	Hold	8,750	–	–	0.3%	71
2025 Q1	$398K	Hold	8,750	–	–	0.32%	64
2024 Q4	$403K	Hold	8,750	–	–	0.32%	62
2024 Q3	$411K	Hold	8,750	–	–	0.32%	64
2024 Q2	$401K	Hold	8,750	–	–	0.35%	57
2024 Q1	$407K	Hold	8,750	–	–	0.34%	61
2023 Q4	$412K	Hold	8,750	–	–	0.38%	56
2023 Q3	$386K	Hold	8,750	–	–	0.39%	55
2023 Q2	$403K	Hold	8,750	–	–	0.39%	56
2023 Q1	$407K	Hold	8,750	–	–	0.43%	55
2022 Q4	$399K	Hold	8,750	–	–	0.44%	58
2022 Q3	$381K	Hold	8,750	–	–	0.45%	53
2022 Q2	$400K	Hold	8,750	–	–	0.45%	55
2022 Q1	$414K	Hold	8,750	–	–	0.37%	64
2021 Q4	$449K	Hold	8,750	–	–	0.38%	61
2021 Q3	$448K	Hold	8,750	–	–	0.41%	59
2021 Q2	$453K	Hold	8,750	–	–	0.42%	57
2021 Q1	$448K	Hold	8,750	–	–	0.44%	56
2020 Q4	$457K	Hold	8,750	–	–	0.48%	54
2020 Q3	$449K	Buy	+8,750	New	+$451K	0.53%	47
2020 Q1	–	Sell	-8,750	Closed	-$440K	–	91
2019 Q4	$440K	Buy	+8,750	New	+$440K	0.48%	58

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

Hummer Financial Advisory Services's ITM Position: Q2 2026 in Review

Hummer Financial Advisory Services held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 8,750 shares worth $411K. The position accounts for 0.27% of the portfolio, ranked #79.

Hummer Financial Advisory Services first reported a position in ITM in Q4 2019 and has held it in 25 quarters since. The position peaked at $457K in Q4 2020. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Hummer Financial Advisory Services held 8,750 shares of VanEck Intermediate Muni ETF worth $411K as of Q2 2026.
Hummer Financial Advisory Services left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.27% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #79 holding.
Hummer Financial Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and has held it in 25 quarters since.
Hummer Financial Advisory Services's VanEck Intermediate Muni ETF position peaked at $457K in Q4 2020.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.