IFG
ITM icon

Independent Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Independent Financial Group’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 		$688K Sell
14,648
-71
-0.5% -$3.32K 0.01% 843
2026
Q1 		$683K Sell
14,719
-597
-4% -$28.2K 0.02% 776
2025
Q4 		$722K Hold
15,316
– – 0.02% 744
2025
Q3 		$714K Sell
15,316
-130
-0.8% -$5.95K 0.02% 717
2025
Q2 		$702K Buy
15,446
+102
+0.7% +$4.6K 0.02% 653
2025
Q1 		$698K Buy
15,344
+8,816
+135% +$406K 0.02% 589
2024
Q4 		$301K Buy
6,528
+2,133
+49% +$98.8K 0.01% 899
2024
Q3 		$206K Sell
4,395
-207
-4% -$9.62K 0.01% 1060
2024
Q2 		$211K Sell
4,602
-88
-2% -$4.04K 0.01% 1005
2024
Q1 		$218K Buy
+4,690
New +$219K 0.01% 926
2022
Q3 		– Sell
-4,571
Closed -$209K – 765
2022
Q2 		$209K Buy
+4,571
New +$209K 0.02% 628
2022
Q1 		– Sell
-4,223
Closed -$217K – 808
2021
Q4 		$217K Buy
+4,223
New +$216K 0.02% 703
2021
Q3 		– Sell
-4,371
Closed -$227K – 733
2021
Q2 		$227K Buy
4,371
+4
+0.1% +$207 0.02% 625
2021
Q1 		$224K Buy
4,367
+459
+12% +$23.7K 0.03% 559
2020
Q4 		$203K Buy
+3,908
New +$201K 0.03% 521
2020
Q3 		– Sell
-4,166
Closed -$212K – 520
2020
Q2 		$212K Buy
+4,166
New +$207K 0.05% 401

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Financial Group's ITM Position: Q2 2026 in Review

Independent Financial Group reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.48% in Q2 2026, selling an estimated $3.32K and leaving 14,648 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #843.

Independent Financial Group first reported a position in ITM in Q2 2020 and has held it in 16 quarters since. The position peaked at $722K in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Independent Financial Group held 14,648 shares of VanEck Intermediate Muni ETF worth $688K as of Q2 2026.
  • Independent Financial Group sold 71 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $3.32K.
  • VanEck Intermediate Muni ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #843 holding.
  • Independent Financial Group first reported a position in VanEck Intermediate Muni ETF in Q2 2020 and has held it in 16 quarters since.
  • Independent Financial Group's VanEck Intermediate Muni ETF position peaked at $722K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.