Moneta Group Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Moneta Group Investment Advisors’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	$665K	Sell	14,157 -3,947	-22%	-$185K	﹤0.01%	481
2026 Q1	$841K	Sell	18,104 -392	-2%	-$18.5K	0.01%	390
2025 Q4	$872K	Buy	18,496 +1,632	+10%	+$76.7K	0.01%	383
2025 Q3	$786K	Buy	+16,864	New	+$772K	0.01%	402
2024 Q4	–	Sell	-5,857	Closed	-$275K	–	683
2024 Q3	$275K	Buy	+5,857	New	+$272K	﹤0.01%	541
2018 Q2	–	Sell	-161	Closed	-$8K	–	511
2018 Q1	$8K	Buy	161 +136	+544%	+$6.42K	﹤0.01%	481
2017 Q4	$1K	Buy	+25	New	+$1.2K	﹤0.01%	423

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moneta Group Investment Advisors's ITM Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 22% in Q2 2026, selling an estimated $185K and leaving 14,157 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Moneta Group Investment Advisors first reported a position in ITM in Q4 2017 and has held it in 7 quarters since. The position peaked at $872K in Q4 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Moneta Group Investment Advisors held 14,157 shares of VanEck Intermediate Muni ETF worth $665K as of Q2 2026.
Moneta Group Investment Advisors sold 3,947 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $185K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #481 holding.
Moneta Group Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and has held it in 7 quarters since.
Moneta Group Investment Advisors's VanEck Intermediate Muni ETF position peaked at $872K in Q4 2025.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.