Indiana Trust & Investment Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Indiana Trust & Investment Management’s Portfolio VGM Stock Details VGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Hold	122,000	–	–	0.35%	49
2026 Q1	$1.2M	Sell	122,000 -41,647	-25%	-$430K	0.37%	52
2025 Q4	$1.7M	Sell	163,647 -9,500	-5%	-$97K	0.5%	39
2025 Q3	$1.75M	Hold	173,147	–	–	0.53%	36
2025 Q2	$1.64M	Buy	173,147 +1,147	+0.7%	+$11K	0.54%	36
2025 Q1	$1.71M	Sell	172,000 -3,690	-2%	-$37.3K	0.62%	33
2024 Q4	$1.77M	Buy	175,690 +3,198	+2%	+$32.9K	0.6%	34
2024 Q3	$1.82M	Buy	172,492 +2,112	+1%	+$22K	0.62%	32
2024 Q2	$1.75M	Hold	170,380	–	–	0.64%	31
2024 Q1	$1.68M	Hold	170,380	–	–	0.68%	32
2023 Q4	$1.69M	Hold	170,380	–	–	0.76%	30
2023 Q3	$1.45M	Buy	+170,380	New	+$1.6M	0.73%	32

Other funds holding VGM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Indiana Trust & Investment Management's VGM Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Invesco Trust Investment Grade Municipals (VGM) position steady in Q2 2026 at 122,000 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #49.

Indiana Trust & Investment Management first reported a position in VGM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2024. 58 funds tracked by Wall St. Rank hold VGM as of Q2 2026.

Indiana Trust & Investment Management held 122,000 shares of Invesco Trust Investment Grade Municipals worth $1.29M as of Q2 2026.
Indiana Trust & Investment Management left its Invesco Trust Investment Grade Municipals share count unchanged in Q2 2026.
Invesco Trust Investment Grade Municipals made up 0.35% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #49 holding.
Indiana Trust & Investment Management first reported a position in Invesco Trust Investment Grade Municipals in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's Invesco Trust Investment Grade Municipals position peaked at $1.82M in Q3 2024.
58 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.