Idaho Trust Bank’s VanEck Intermediate Muni ETF ITM Stock Holding History

Idaho Trust Bank’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	$928K	Buy	19,748 +620	+3%	+$29K	0.27%	52
2026 Q1	$888K	Sell	19,128 -15,095	-44%	-$714K	0.29%	54
2025 Q4	$1.61M	Sell	34,223 -649	-2%	-$30.5K	0.53%	37
2025 Q3	$1.62M	Sell	34,872 -3,392	-9%	-$155K	0.55%	38
2025 Q2	$1.74M	Sell	38,264 -1,074	-3%	-$48.5K	0.62%	41
2025 Q1	$1.79M	Buy	39,338 +2,322	+6%	+$107K	0.73%	39
2024 Q4	$1.71M	Sell	37,016 -9,391	-20%	-$435K	0.86%	33
2024 Q3	$2.18M	Buy	46,407 +138	+0.3%	+$6.41K	1.05%	31
2024 Q2	$2.12M	Buy	+46,269	New	+$2.12M	1.08%	29
2024 Q1	–	Sell	-43,946	Closed	-$2.07M	–	130
2023 Q4	$2.07M	Sell	43,946 -11,606	-21%	-$523K	1.2%	28
2023 Q3	$2.45M	Buy	55,552 +1,362	+3%	+$61.9K	1.59%	24
2023 Q2	$2.5M	Buy	+54,190	New	+$2.5M	1.57%	23

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

Idaho Trust Bank's ITM Position: Q2 2026 in Review

Idaho Trust Bank increased its VanEck Intermediate Muni ETF (ITM) stake by 3.2% in Q2 2026, buying an estimated $29K and bringing the position to 19,748 shares worth $928K. The position accounts for 0.27% of the portfolio, ranked #52.

Idaho Trust Bank first reported a position in ITM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.5M in Q2 2023. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Idaho Trust Bank held 19,748 shares of VanEck Intermediate Muni ETF worth $928K as of Q2 2026.
Idaho Trust Bank bought 620 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $29K.
VanEck Intermediate Muni ETF made up 0.27% of Idaho Trust Bank's portfolio in Q2 2026, its #52 holding.
Idaho Trust Bank first reported a position in VanEck Intermediate Muni ETF in Q2 2023 and has held it in 12 quarters since.
Idaho Trust Bank's VanEck Intermediate Muni ETF position peaked at $2.5M in Q2 2023.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.