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Mather Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Mather Group’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
Q1 		$20.5M Sell
440,827
-15,768
-3% -$746K 0.2% 51
2025
Q4 		$21.5M Sell
456,595
-4,094
-0.9% -$192K 0.22% 49
2025
Q3 		$21.5M Buy
460,689
+13,568
+3% +$621K 0.22% 48
2025
Q2 		$20.3M Buy
447,121
+148,426
+50% +$6.7M 0.22% 48
2025
Q1 		$13.6M Sell
298,695
-309
-0.1% -$14.2K 0.16% 67
2024
Q4 		$13.8M Sell
299,004
-13,073
-4% -$606K 0.18% 61
2024
Q3 		$14.7M Sell
312,077
-45,874
-13% -$2.13M 0.19% 62
2024
Q2 		$16.6M Buy
357,951
+2,322
+0.7% +$107K 0.21% 54
2024
Q1 		$16.7M Sell
355,629
-1,149
-0.3% -$53.5K 0.26% 38
2023
Q4 		$16.8M Buy
356,778
+111,685
+46% +$5.03M 0.26% 39
2023
Q3 		$10.8M Sell
245,093
-250
-0.1% -$11.4K 0.19% 58
2023
Q2 		$11.3M Sell
245,343
-12,090
-5% -$557K 0.18% 65
2023
Q1 		$12M Sell
257,433
-3,961
-2% -$183K 0.21% 51
2022
Q4 		$11.9M Sell
261,394
-34,491
-12% -$1.54M 0.23% 55
2022
Q3 		$12.9M Sell
295,885
-7,159
-2% -$327K 0.28% 37
2022
Q2 		$13.8M Buy
303,044
+172,455
+132% +$7.88M 0.32% 33
2022
Q1 		$6.18M Buy
+130,589
New +$6.44M 0.12% 67

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's ITM Position: Q1 2026 in Review

Mather Group reduced its VanEck Intermediate Muni ETF (ITM) stake by 3.5% in Q1 2026, selling an estimated $746K and leaving 440,827 shares worth $20.5M. The position accounts for 0.2% of the portfolio, ranked #51.

Mather Group first reported a position in ITM in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.5M in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Mather Group held 440,827 shares of VanEck Intermediate Muni ETF worth $20.5M as of Q1 2026.
  • Mather Group sold 15,768 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $746K.
  • VanEck Intermediate Muni ETF made up 0.2% of Mather Group's portfolio in Q1 2026, its #51 holding.
  • Mather Group first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's VanEck Intermediate Muni ETF position peaked at $21.5M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.