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James Investment Research’s VanEck Intermediate Muni ETF ITM Stock Holding History

James Investment Research’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
2025
Q2 		– Sell
-5,963
Closed -$271K – 342
2025
Q1 		$271K Sell
5,963
-6,112
-51% -$281K 0.03% 278
2024
Q4 		$557K Sell
12,075
-14,644
-55% -$678K 0.07% 203
2024
Q3 		$1.25M Sell
26,719
-8,905
-25% -$414K 0.14% 137
2024
Q2 		$1.63M Buy
35,624
+21,962
+161% +$1.01M 0.19% 114
2024
Q1 		$635K Sell
13,662
-12,766
-48% -$595K 0.08% 190
2023
Q4 		$1.24M Buy
26,428
+9,278
+54% +$418K 0.16% 131
2023
Q3 		$756K Hold
17,150
– – 0.1% 154
2023
Q2 		$790K Buy
17,150
+8,267
+93% +$381K 0.1% 149
2023
Q1 		$413K Buy
8,883
+5,046
+132% +$233K 0.05% 202
2022
Q4 		$175K Sell
3,837
-15,339
-80% -$686K 0.02% 270
2022
Q3 		$835K Sell
19,176
-1,340
-7% -$61.2K 0.12% 137
2022
Q2 		$937K Sell
20,516
-19,382
-49% -$886K 0.13% 131
2022
Q1 		$1.89M Sell
39,898
-11,467
-22% -$565K 0.2% 120
2021
Q4 		$2.63M Sell
51,365
-22,673
-31% -$1.16M 0.24% 104
2021
Q3 		$3.79M Buy
74,038
+48,668
+192% +$2.53M 0.35% 81
2021
Q2 		$1.31M Hold
25,370
– – 0.11% 142
2021
Q1 		$1.3M Hold
25,370
– – 0.12% 141
2020
Q4 		$1.32M Sell
25,370
-17,952
-41% -$924K 0.12% 147
2020
Q3 		$2.22M Hold
43,322
– – 0.21% 111
2020
Q2 		$2.21M Hold
43,322
– – 0.21% 109
2020
Q1 		$2.13M Buy
43,322
+3,810
+10% +$191K 0.22% 103
2019
Q4 		$1.99M Hold
39,512
– – 0.14% 138
2019
Q3 		$1.99M Buy
39,512
+12,950
+49% +$653K 0.14% 132
2019
Q2 		$1.32M Buy
26,562
+12,090
+84% +$595K 0.1% 153
2019
Q1 		$706K Buy
14,472
+10,879
+303% +$522K 0.05% 303
2018
Q4 		$171K Hold
3,593
– – 0.01% 547
2018
Q3 		$168K Hold
3,593
– – 0.01% 587
2018
Q2 		$169K Hold
3,593
– – 0.01% 588
2018
Q1 		$169K Buy
3,593
+2,000
+126% +$94.4K 0.01% 574
2017
Q4 		$77K Hold
1,593
– – ﹤0.01% 615
2017
Q3 		$77K Buy
1,593
+803
+102% +$38.7K ﹤0.01% 596
2017
Q2 		$38K Sell
790
-21
-3% -$1K ﹤0.01% 627
2017
Q1 		$38K Sell
811
-5,467
-87% -$255K ﹤0.01% 558
2016
Q4 		$291K Hold
6,278
– – 0.01% 317
2016
Q3 		$308K Hold
6,278
– – 0.01% 312
2016
Q2 		$312K Sell
6,278
-1,054
-14% -$51.6K 0.01% 276
2016
Q1 		$355K Hold
7,332
– – 0.01% 255
2015
Q4 		$352K Hold
7,332
– – 0.01% 257
2015
Q3 		$346K Hold
7,332
– – 0.01% 266
2015
Q2 		$340K Buy
7,332
+453
+7% +$21.2K 0.01% 278
2015
Q1 		$328K Hold
6,879
– – 0.01% 295
2014
Q4 		$326K Buy
6,879
+200
+3% +$9.43K 0.01% 291
2014
Q3 		$313K Buy
6,679
+5,179
+345% +$242K 0.01% 294
2014
Q2 		$70K Buy
+1,500
New +$69.3K ﹤0.01% 362

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

James Investment Research's ITM Position: Q2 2025 in Review

James Investment Research sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 5,963 shares — an estimated $271K sold.

James Investment Research first reported a position in ITM in Q2 2014 and held it in 44 quarters. The position peaked at $3.79M in Q3 2021. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • James Investment Research reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • James Investment Research sold 5,963 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $271K.
  • James Investment Research first reported a position in VanEck Intermediate Muni ETF in Q2 2014 and held it in 44 quarters.
  • James Investment Research's VanEck Intermediate Muni ETF position peaked at $3.79M in Q3 2021.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on James Investment Research's 13F filing for Q2 2025, filed 1 Aug 2025.