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
Q3 		$702K Buy
15,956
+1,308
+9% +$59.8K 0.01% 839
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Independent Financial Group's ITM Position: Q3 2026 in Review

Independent Financial Group increased its VanEck Intermediate Muni ETF (ITM) stake by 8.9% in Q3 2026, buying an estimated $59.8K and bringing the position to 15,956 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #839.

Independent Financial Group first reported a position in ITM in Q2 2020 and has held it in 17 quarters since. The position peaked at $722K in Q4 2025. 17 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • Independent Financial Group held 15,956 shares of VanEck Intermediate Muni ETF worth $702K as of Q3 2026.
  • Independent Financial Group bought 1,308 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $59.8K.
  • VanEck Intermediate Muni ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #839 holding.
  • Independent Financial Group first reported a position in VanEck Intermediate Muni ETF in Q2 2020 and has held it in 17 quarters since.
  • Independent Financial Group's VanEck Intermediate Muni ETF position peaked at $722K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.