Johnson Investment Counsel’s VanEck Intermediate Muni ETF ITM Stock Holding History

Johnson Investment Counsel’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	$403K	Buy	8,581 +111	+1%	+$5.19K	﹤0.01%	665
2026 Q1	$393K	Buy	+8,470	New	+$401K	﹤0.01%	649
2018 Q3	–	Sell	-16,721	Closed	-$788K	–	647
2018 Q2	$788K	Buy	16,721 +331	+2%	+$15.5K	0.02%	354
2018 Q1	$771K	Buy	16,390 +852	+5%	+$40.2K	0.02%	336
2017 Q4	$747K	Buy	15,538 +104	+0.7%	+$5.01K	0.02%	337
2017 Q3	$742K	Sell	15,434 -1,259	-8%	-$60.7K	0.02%	319
2017 Q2	$798K	Sell	16,693 -516	-3%	-$24.6K	0.02%	289
2017 Q1	$806K	Buy	17,209 +1,959	+13%	+$91.5K	0.02%	279
2016 Q4	$695K	Sell	15,250 -1,666	-10%	-$78.8K	0.02%	294
2016 Q3	$831K	Buy	16,916 +16	+0.1%	+$791	0.03%	254
2016 Q2	$839K	Hold	16,900	–	–	0.03%	250
2016 Q1	$818K	Sell	16,900 -2,875	-15%	-$139K	0.03%	243
2015 Q4	$948K	Sell	19,775 -1,150	-5%	-$54.5K	0.03%	230
2015 Q3	$988K	Sell	20,925 -700	-3%	-$32.7K	0.04%	213
2015 Q2	$1M	Hold	21,625	–	–	0.03%	218
2015 Q1	$1.03M	Sell	21,625 -1,150	-5%	-$54.7K	0.03%	219
2014 Q4	$1.08M	Sell	22,775 -5,013	-18%	-$236K	0.04%	215
2014 Q3	$1.3M	Buy	+27,788	New	+$1.3M	0.04%	185

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

Johnson Investment Counsel's ITM Position: Q2 2026 in Review

Johnson Investment Counsel increased its VanEck Intermediate Muni ETF (ITM) stake by 1.3% in Q2 2026, buying an estimated $5.19K and bringing the position to 8,581 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Johnson Investment Counsel first reported a position in ITM in Q3 2014 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2014. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Johnson Investment Counsel held 8,581 shares of VanEck Intermediate Muni ETF worth $403K as of Q2 2026.
Johnson Investment Counsel bought 111 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $5.19K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #665 holding.
Johnson Investment Counsel first reported a position in VanEck Intermediate Muni ETF in Q3 2014 and has held it in 18 quarters since.
Johnson Investment Counsel's VanEck Intermediate Muni ETF position peaked at $1.3M in Q3 2014.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.