JFS Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

JFS Wealth Advisors’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	$67.3K	Sell	1,433 -1,383	-49%	-$64.7K	﹤0.01%	491
2026 Q1	$131K	Hold	2,816	–	–	0.01%	384
2025 Q4	$133K	Hold	2,816	–	–	0.01%	367
2025 Q3	$131K	Sell	2,816 -227	-7%	-$10.4K	0.01%	372
2025 Q2	$138K	Sell	3,043 -2,202	-42%	-$99.3K	0.01%	334
2025 Q1	$239K	Buy	5,245 +5,195	+10,390%	+$239K	0.02%	282
2024 Q4	$2.31K	Buy	+50	New	+$2.32K	﹤0.01%	1417
2024 Q3	–	Sell	-21	Closed	-$963	–	1992
2024 Q2	$963	Buy	+21	New	+$964	﹤0.01%	1673
2020 Q3	–	Sell	-277	Closed	-$14K	–	578
2020 Q2	$14K	Sell	277 -4,042	-94%	-$201K	﹤0.01%	347
2020 Q1	$212K	Hold	4,319	–	–	0.06%	121
2019 Q4	$217K	Hold	4,319	–	–	0.05%	135
2019 Q3	$217K	Buy	+4,319	New	+$218K	0.06%	137
2016 Q4	–	Sell	-174	Closed	-$9K	–	468
2016 Q3	$9K	Hold	174	–	–	﹤0.01%	392
2016 Q2	$9K	Hold	174	–	–	﹤0.01%	395
2016 Q1	$8K	Hold	174	–	–	﹤0.01%	419
2015 Q4	$8K	Hold	174	–	–	﹤0.01%	417
2015 Q3	$8K	Buy	+174	New	+$8.12K	﹤0.01%	367

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 22.96% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JFS Wealth Advisors's ITM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 49% in Q2 2026, selling an estimated $64.7K and leaving 1,433 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

JFS Wealth Advisors first reported a position in ITM in Q3 2015 and has held it in 17 quarters since. The position peaked at $239K in Q1 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

JFS Wealth Advisors held 1,433 shares of VanEck Intermediate Muni ETF worth $67.3K as of Q2 2026.
JFS Wealth Advisors sold 1,383 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $64.7K.
VanEck Intermediate Muni ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #491 holding.
JFS Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2015 and has held it in 17 quarters since.
JFS Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $239K in Q1 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.