MY Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

MY Wealth Management’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	$752K	Buy	+16,007	New	+$749K	0.53%	30
2024 Q1	–	Sell	-13,538	Closed	-$637K	–	29
2023 Q4	$637K	Hold	13,538	–	–	0.6%	18
2023 Q3	$597K	Hold	13,538	–	–	0.59%	21
2023 Q2	$624K	Hold	13,538	–	–	0.57%	22
2023 Q1	$629K	Hold	13,538	–	–	0.63%	21
2022 Q4	$617K	Hold	13,538	–	–	0.94%	17
2022 Q3	$589K	Sell	13,538 -85,654	-86%	-$3.92M	0.63%	20
2022 Q2	$4.53M	Sell	99,192 -16	-0%	-$731	4.89%	9
2022 Q1	$4.7M	Buy	99,208 +6,970	+8%	+$344K	4.35%	9
2021 Q4	$4.73M	Buy	+92,238	New	+$4.72M	4.16%	10

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

MY Wealth Management's ITM Position: Q2 2026 in Review

MY Wealth Management opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 16,007 shares worth $752K. The stake represents 0.53% of the portfolio and ranks #30 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in ITM as recently as Q4 2023.

MY Wealth Management first reported a position in ITM in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.73M in Q4 2021. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

MY Wealth Management held 16,007 shares of VanEck Intermediate Muni ETF worth $752K as of Q2 2026.
VanEck Intermediate Muni ETF was a new MY Wealth Management position in Q2 2026.
VanEck Intermediate Muni ETF made up 0.53% of MY Wealth Management's portfolio in Q2 2026, its #30 holding.
MY Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 10 quarters since.
MY Wealth Management's VanEck Intermediate Muni ETF position peaked at $4.73M in Q4 2021.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.