Jones Financial Companies’s VanEck Intermediate Muni ETF ITM Stock Holding History

Jones Financial Companies’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	$1.2M	Sell	25,522 -12,523	-33%	-$586K	﹤0.01%	1803
2026 Q1	$1.76M	Buy	38,045 +5,104	+15%	+$241K	﹤0.01%	1479
2025 Q4	$1.55M	Buy	32,941 +3,068	+10%	+$144K	﹤0.01%	1063
2025 Q3	$1.39M	Buy	29,873 +3,729	+14%	+$171K	﹤0.01%	1007
2025 Q2	$1.19M	Sell	26,144 -1,015	-4%	-$45.8K	﹤0.01%	942
2025 Q1	$1.23M	Buy	27,159 +10,016	+58%	+$461K	﹤0.01%	788
2024 Q4	$790K	Buy	17,143 +7,182	+72%	+$333K	﹤0.01%	820
2024 Q3	$468K	Buy	9,961 +3,456	+53%	+$161K	﹤0.01%	845
2024 Q2	$298K	Buy	6,505 +5,712	+720%	+$262K	﹤0.01%	708
2024 Q1	$36.9K	Buy	+793	New	+$37K	﹤0.01%	786
2019 Q2	–	Sell	-4,250	Closed	-$207K	–	206
2019 Q1	$207K	Buy	+4,250	New	+$204K	﹤0.01%	201

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

Jones Financial Companies's ITM Position: Q2 2026 in Review

Jones Financial Companies reduced its VanEck Intermediate Muni ETF (ITM) stake by 33% in Q2 2026, selling an estimated $586K and leaving 25,522 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Jones Financial Companies first reported a position in ITM in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2026. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Jones Financial Companies held 25,522 shares of VanEck Intermediate Muni ETF worth $1.2M as of Q2 2026.
Jones Financial Companies sold 12,523 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $586K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1803 holding.
Jones Financial Companies first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and has held it in 11 quarters since.
Jones Financial Companies's VanEck Intermediate Muni ETF position peaked at $1.76M in Q1 2026.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.