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LCW Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

LCW Services’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 		$1.35M Sell
28,693
-1,977
-6% -$92.5K 0.59% 22
2026
Q1 		$1.42M Sell
30,670
-2,688
-8% -$127K 0.71% 21
2025
Q4 		$1.57M Buy
+33,358
New +$1.57M 0.84% 17

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
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

LCW Services's ITM Position: Q2 2026 in Review

LCW Services reduced its VanEck Intermediate Muni ETF (ITM) stake by 6.4% in Q2 2026, selling an estimated $92.5K and leaving 28,693 shares worth $1.35M. The position accounts for 0.59% of the portfolio, ranked #22.

LCW Services first reported a position in ITM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • LCW Services held 28,693 shares of VanEck Intermediate Muni ETF worth $1.35M as of Q2 2026.
  • LCW Services sold 1,977 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $92.5K.
  • VanEck Intermediate Muni ETF made up 0.59% of LCW Services's portfolio in Q2 2026, its #22 holding.
  • LCW Services first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • LCW Services's VanEck Intermediate Muni ETF position peaked at $1.57M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on LCW Services's 13F filing for Q2 2026, filed 30 Jul 2026.