NRI
ITM icon

NFP Retirement Inc’s VanEck Intermediate Muni ETF ITM Stock Holding History

NFP Retirement Inc’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 		$283K Hold
6,033
– – 0.02% 265
2026
Q1 		$280K Hold
6,033
– – 0.02% 262
2025
Q4 		$285K Hold
6,033
– – 0.02% 261
2025
Q3 		$281K Sell
6,033
-2,961
-33% -$136K 0.02% 252
2025
Q2 		$409K Sell
8,994
-43
-0.5% -$1.94K 0.03% 223
2025
Q1 		$411K Sell
9,037
-1,274
-12% -$58.6K 0.03% 196
2024
Q4 		$475K Sell
10,311
-70
-0.7% -$3.24K 0.04% 193
2024
Q3 		$487K Sell
10,381
-169
-2% -$7.85K 0.04% 187
2024
Q2 		$484K Sell
10,550
-4,124
-28% -$189K 0.04% 187
2024
Q1 		$682K Buy
14,674
+399
+3% +$18.6K 0.06% 148
2023
Q4 		$671K Sell
14,275
-1,950
-12% -$87.8K 0.11% 123
2023
Q3 		$716K Sell
16,225
-346
-2% -$15.7K 0.14% 112
2023
Q2 		$763K Sell
16,571
-427
-3% -$19.7K 0.14% 111
2023
Q1 		$790K Sell
16,998
-701
-4% -$32.3K 0.16% 109
2022
Q4 		$807K Sell
17,699
-1,240
-7% -$55.5K 0.18% 104
2022
Q3 		$825K Sell
18,939
-947
-5% -$43.3K 0.2% 97
2022
Q2 		$908K Buy
19,886
+1,998
+11% +$91.3K 0.23% 85
2022
Q1 		$846K Buy
17,888
+6,810
+61% +$336K 0.2% 90
2021
Q4 		$568K Sell
11,078
-47
-0.4% -$2.4K 0.2% 75
2021
Q3 		$570K Sell
11,125
-21,239
-66% -$1.1M 0.23% 71
2021
Q2 		$1.68M Buy
32,364
+10,738
+50% +$555K 0.65% 34
2021
Q1 		$1.11M Hold
21,626
– – 0.48% 43
2020
Q4 		$1.13M Sell
21,626
-2,084
-9% -$107K 0.7% 37
2020
Q3 		$1.22M Sell
23,710
-967
-4% -$49.8K 0.8% 38
2020
Q2 		$1.26M Buy
24,677
+15,028
+156% +$747K 0.92% 29
2020
Q1 		$474K Buy
+9,649
New +$483K 0.46% 44

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

NFP Retirement Inc's ITM Position: Q2 2026 in Review

NFP Retirement Inc held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 6,033 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #265.

NFP Retirement Inc first reported a position in ITM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.68M in Q2 2021. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • NFP Retirement Inc held 6,033 shares of VanEck Intermediate Muni ETF worth $283K as of Q2 2026.
  • NFP Retirement Inc left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #265 holding.
  • NFP Retirement Inc first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and has held it in 26 quarters since.
  • NFP Retirement Inc's VanEck Intermediate Muni ETF position peaked at $1.68M in Q2 2021.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.