MGIA
ITM icon

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
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
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

Moneta Group Investment Advisors's ITM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 2.1% in Q1 2026, selling an estimated $18.5K and leaving 18,104 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #390.

Moneta Group Investment Advisors first reported a position in ITM in Q4 2017 and has held it in 6 quarters since. The position peaked at $872K in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Moneta Group Investment Advisors held 18,104 shares of VanEck Intermediate Muni ETF worth $841K as of Q1 2026.
  • Moneta Group Investment Advisors sold 392 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $18.5K.
  • VanEck Intermediate Muni ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #390 holding.
  • Moneta Group Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's VanEck Intermediate Muni ETF position peaked at $872K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.