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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
Q2 		$21.2M Buy
450,660
+9,833
+2% +$460K 0.18% 59
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 $1.55T 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

Mather Group's ITM Position: Q2 2026 in Review

Mather Group increased its VanEck Intermediate Muni ETF (ITM) stake by 2.2% in Q2 2026, buying an estimated $460K and bringing the position to 450,660 shares worth $21.2M. The position accounts for 0.18% of the portfolio, ranked #59.

Mather Group first reported a position in ITM in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.5M in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Mather Group held 450,660 shares of VanEck Intermediate Muni ETF worth $21.2M as of Q2 2026.
  • Mather Group bought 9,833 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $460K.
  • VanEck Intermediate Muni ETF made up 0.18% of Mather Group's portfolio in Q2 2026, its #59 holding.
  • Mather Group first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's VanEck Intermediate Muni ETF position peaked at $21.5M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.