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Independence Bank of Kentucky’s VanEck Intermediate Muni ETF ITM Stock Holding History

Independence Bank of Kentucky’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 		$107K Hold
2,268
– – 0.01% 337
2026
Q1 		$105K Hold
2,268
– – 0.01% 344
2025
Q4 		$107K Buy
+2,268
New +$107K 0.01% 349

Other funds holding ITM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Independence Bank of Kentucky's ITM Position: Q2 2026 in Review

Independence Bank of Kentucky held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 2,268 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #337.

Independence Bank of Kentucky first reported a position in ITM in Q4 2025 and has held it in 3 quarters since. The position peaked at $107K in Q4 2025. 82 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Independence Bank of Kentucky held 2,268 shares of VanEck Intermediate Muni ETF worth $107K as of Q2 2026.
  • Independence Bank of Kentucky left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #337 holding.
  • Independence Bank of Kentucky first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • Independence Bank of Kentucky's VanEck Intermediate Muni ETF position peaked at $107K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.