J. Safra Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

J. Safra Asset Management’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	$2.5M	Sell	53,272 -144	-0.3%	-$6.74K	0.12%	59
2026 Q1	$2.48M	Sell	53,416 -1,896	-3%	-$89.7K	0.13%	50
2025 Q4	$2.61M	Buy	55,312 +5,892	+12%	+$277K	0.14%	51
2025 Q3	$2.3M	Buy	49,420 +1,016	+2%	+$46.5K	0.14%	42
2025 Q2	$2.2M	Buy	+48,404	New	+$2.18M	0.15%	38

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 22.9% 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

J. Safra Asset Management's ITM Position: Q2 2026 in Review

J. Safra Asset Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.27% in Q2 2026, selling an estimated $6.74K and leaving 53,272 shares worth $2.5M. The position accounts for 0.12% of the portfolio, ranked #59.

J. Safra Asset Management first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

J. Safra Asset Management held 53,272 shares of VanEck Intermediate Muni ETF worth $2.5M as of Q2 2026.
J. Safra Asset Management sold 144 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $6.74K.
VanEck Intermediate Muni ETF made up 0.12% of J. Safra Asset Management's portfolio in Q2 2026, its #59 holding.
J. Safra Asset Management first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
J. Safra Asset Management's VanEck Intermediate Muni ETF position peaked at $2.61M in Q4 2025.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.