Lee Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $493K | Hold |
10,500
| – | – | 0.06% | 110 |
|
|
2026
Q1 | $488K | Hold |
10,500
| – | – | 0.07% | 104 |
|
|
2025
Q4 | $495K | Hold |
10,500
| – | – | 0.07% | 100 |
|
|
2025
Q3 | $489K | Hold |
10,500
| – | – | 0.06% | 114 |
|
|
2025
Q2 | $477K | Hold |
10,500
| – | – | 0.07% | 97 |
|
|
2025
Q1 | $478K | Hold |
10,500
| – | – | 0.07% | 95 |
|
|
2024
Q4 | $484K | Hold |
10,500
| – | – | 0.07% | 114 |
|
|
2024
Q3 | $493K | Hold |
10,500
| – | – | 0.07% | 112 |
|
|
2024
Q2 | $481K | Hold |
10,500
| – | – | 0.08% | 98 |
|
|
2024
Q1 | $488K | Hold |
10,500
| – | – | 0.08% | 97 |
|
|
2023
Q4 | $494K | Hold |
10,500
| – | – | 0.09% | 95 |
|
|
2023
Q3 | $463K | Hold |
10,500
| – | – | 0.09% | 86 |
|
|
2023
Q2 | $484K | Hold |
10,500
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $488K | Hold |
10,500
| – | – | 0.08% | 86 |
|
|
2022
Q4 | $479K | Hold |
10,500
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $457K | Hold |
10,500
| – | – | 0.09% | 94 |
|
|
2022
Q2 | $480K | Hold |
10,500
| – | – | 0.09% | 93 |
|
|
2022
Q1 | $497K | Hold |
10,500
| – | – | 0.09% | 94 |
|
|
2021
Q4 | $538K | Hold |
10,500
| – | – | 0.1% | 95 |
|
|
2021
Q3 | $538K | Hold |
10,500
| – | – | 0.11% | 89 |
|
|
2021
Q2 | $544K | Hold |
10,500
| – | – | 0.12% | 88 |
|
|
2021
Q1 | $538K | Hold |
10,500
| – | – | 0.13% | 87 |
|
|
2020
Q4 | $546K | Hold |
10,500
| – | – | 0.14% | 79 |
|
|
2020
Q3 | $538K | Hold |
10,500
| – | – | 0.15% | 78 |
|
|
2020
Q2 | $535K | Hold |
10,500
| – | – | 0.15% | 80 |
|
|
2020
Q1 | $516K | Hold |
10,500
| – | – | 0.17% | 69 |
|
|
2019
Q4 | $527K | Hold |
10,500
| – | – | 0.11% | 86 |
|
|
2019
Q3 | $528K | Hold |
10,500
| – | – | 0.12% | 84 |
|
|
2019
Q2 | $522K | Hold |
10,500
| – | – | 0.12% | 84 |
|
|
2019
Q1 | $512K | Hold |
10,500
| – | – | 0.12% | 84 |
|
|
2018
Q4 | $498K | Hold |
10,500
| – | – | 0.13% | 78 |
|
|
2018
Q3 | $490K | Hold |
10,500
| – | – | 0.12% | 83 |
|
|
2018
Q2 | $495K | Hold |
10,500
| – | – | 0.12% | 84 |
|
|
2018
Q1 | $494K | Sell |
10,500
-575
| -5% | -$27.1K | 0.13% | 86 |
|
|
2017
Q4 | $533K | Hold |
11,075
| – | – | 0.15% | 75 |
|
|
2017
Q3 | $533K | Hold |
11,075
| – | – | 0.17% | 78 |
|
|
2017
Q2 | $530K | Hold |
11,075
| – | – | 0.2% | 82 |
|
|
2017
Q1 | $519K | Hold |
11,075
| – | – | 0.21% | 83 |
|
|
2016
Q4 | $514K | Buy |
+11,075
| New | +$524K | 0.29% | 71 |
|
Other funds holding ITM
CCWA
WJA
TWIM
Lee Financial's ITM Position: Q2 2026 in Review
Lee Financial held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 10,500 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #110.
Lee Financial first reported a position in ITM in Q4 2016 and has held it in 39 quarters since. The position peaked at $546K in Q4 2020. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.
- Lee Financial held 10,500 shares of VanEck Intermediate Muni ETF worth $493K as of Q2 2026.
- Lee Financial left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
- VanEck Intermediate Muni ETF made up 0.06% of Lee Financial's portfolio in Q2 2026, its #110 holding.
- Lee Financial first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and has held it in 39 quarters since.
- Lee Financial's VanEck Intermediate Muni ETF position peaked at $546K in Q4 2020.
- 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.