Mattson Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Mattson Financial 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 Q1	–	Sell	-9,874	Closed	-$466K	–	235
2025 Q4	$466K	Buy	9,874 +50	+0.5%	+$2.35K	0.11%	144
2025 Q3	$458K	Buy	+9,824	New	+$450K	0.11%	140
2025 Q2	–	Sell	-693	Closed	-$31.5K	–	250
2025 Q1	$31.5K	Buy	+693	New	+$31.9K	0.01%	201

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mattson Financial Services's ITM Position: Q1 2026 in Review

Mattson Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2026, closing a stake of 9,874 shares — an estimated $466K sold.

Mattson Financial Services first reported a position in ITM in Q1 2025 and held it in 3 quarters. The position peaked at $466K in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Mattson Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2026 after selling out during the quarter.
Mattson Financial Services sold 9,874 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $466K.
Mattson Financial Services first reported a position in VanEck Intermediate Muni ETF in Q1 2025 and held it in 3 quarters.
Mattson Financial Services's VanEck Intermediate Muni ETF position peaked at $466K in Q4 2025.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.