MPWT
ITM icon

MassMutual Private Wealth & Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.22K Hold
111
– – ﹤0.01% 1661
2026
Q1 		$5.15K Sell
111
-10,133
-99% -$479K ﹤0.01% 1665
2025
Q4 		$483K Sell
10,244
-2,628
-20% -$124K 0.01% 312
2025
Q3 		$600K Sell
12,872
-2,114
-14% -$96.8K 0.02% 292
2025
Q2 		$681K Sell
14,986
-21,116
-58% -$953K 0.02% 289
2025
Q1 		$1.64M Buy
36,102
+1,094
+3% +$50.3K 0.05% 213
2024
Q4 		$1.61M Buy
35,008
+6,551
+23% +$303K 0.05% 215
2024
Q3 		$1.34M Buy
28,457
+28,301
+18,142% +$1.31M 0.04% 221
2024
Q2 		$7.15K Sell
156
-28,106
-99% -$1.29M ﹤0.01% 1196
2024
Q1 		$1.31M Sell
28,262
-2,508
-8% -$117K 0.04% 220
2023
Q4 		$1.45M Buy
30,770
+20,110
+189% +$905K 0.05% 210
2023
Q3 		$470K Sell
10,660
-81,562
-88% -$3.71M 0.02% 295
2023
Q2 		$4.25M Buy
92,222
+6,590
+8% +$304K 0.15% 131
2023
Q1 		$3.98M Buy
85,632
+33,947
+66% +$1.57M 0.15% 140
2022
Q4 		$2.36M Buy
51,685
+9,385
+22% +$420K 0.1% 176
2022
Q3 		$1.84M Buy
42,300
+8,441
+25% +$386K 0.08% 183
2022
Q2 		$1.55M Sell
33,859
-993
-3% -$45.4K 0.07% 195
2022
Q1 		$1.65M Buy
34,852
+8,049
+30% +$397K 0.06% 204
2021
Q4 		$1.37M Buy
26,803
+8,749
+48% +$448K 0.05% 216
2021
Q3 		$925K Buy
18,054
+6,156
+52% +$319K 0.04% 233
2021
Q2 		$617K Buy
11,898
+3,469
+41% +$179K 0.03% 271
2021
Q1 		$432K Buy
8,429
+7,864
+1,392% +$406K 0.02% 289
2020
Q4 		$29K Buy
+565
New +$29.1K ﹤0.01% 492
2019
Q1 		– Sell
-1,834
Closed -$87.1K – 922
2018
Q4 		$87.1K Sell
1,834
-24,093
-93% -$1.12M 0.01% 378
2018
Q3 		$1.21M Buy
+25,927
New +$1.22M 0.09% 172

Other funds holding ITM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MassMutual Private Wealth & Trust's ITM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 111 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

MassMutual Private Wealth & Trust first reported a position in ITM in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.25M in Q2 2023. 28 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 111 shares of VanEck Intermediate Muni ETF worth $5.22K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1661 holding.
  • MassMutual Private Wealth & Trust first reported a position in VanEck Intermediate Muni ETF in Q3 2018 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's VanEck Intermediate Muni ETF position peaked at $4.25M in Q2 2023.
  • 28 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.