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Midwest Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Midwest 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 		$1.65M Sell
35,184
-661
-2% -$30.9K 0.02% 316
2026
Q1 		$1.66M Sell
35,845
-1,119
-3% -$52.9K 0.02% 305
2025
Q4 		$1.74M Buy
36,964
+432
+1% +$20.3K 0.02% 294
2025
Q3 		$1.7M Sell
36,532
-2,568
-7% -$118K 0.02% 293
2025
Q2 		$1.78M Buy
+39,100
New +$1.76M 0.02% 289

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

Midwest Trust's ITM Position: Q2 2026 in Review

Midwest Trust reduced its VanEck Intermediate Muni ETF (ITM) stake by 1.8% in Q2 2026, selling an estimated $30.9K and leaving 35,184 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #316.

Midwest Trust first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q2 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Midwest Trust held 35,184 shares of VanEck Intermediate Muni ETF worth $1.65M as of Q2 2026.
  • Midwest Trust sold 661 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $30.9K.
  • VanEck Intermediate Muni ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #316 holding.
  • Midwest Trust first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's VanEck Intermediate Muni ETF position peaked at $1.78M in Q2 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.