One Advisory Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

One Advisory Partners’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	$635K	Buy	13,509 +1,799	+15%	+$84.2K	0.17%	38
2026 Q1	$544K	Sell	11,710 -549	-4%	-$26K	0.17%	39
2025 Q4	$578K	Sell	12,259 -275	-2%	-$12.9K	0.17%	40
2025 Q3	$587K	Sell	12,534 -232	-2%	-$10.6K	0.18%	40
2025 Q2	$578K	Buy	12,766 +2,651	+26%	+$120K	0.19%	35
2025 Q1	$460K	Buy	10,115 +2,549	+34%	+$117K	0.2%	34
2024 Q4	$349K	Sell	7,566 -118	-2%	-$5.47K	0.15%	34
2024 Q3	$361K	Sell	7,684 -81	-1%	-$3.76K	0.16%	33
2024 Q2	$356K	Sell	7,765 -946	-11%	-$43.4K	0.16%	35
2024 Q1	$405K	Sell	8,711 -1	-0%	-$47	0.2%	33
2023 Q4	$410K	Buy	8,712 +3,223	+59%	+$145K	0.22%	32
2023 Q3	$242K	Buy	+5,489	New	+$250K	0.14%	42
2022 Q3	–	Sell	-5,944	Closed	-$271K	–	51
2022 Q2	$271K	Buy	+5,944	New	+$272K	0.18%	40

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

One Advisory Partners's ITM Position: Q2 2026 in Review

One Advisory Partners increased its VanEck Intermediate Muni ETF (ITM) stake by 15% in Q2 2026, buying an estimated $84.2K and bringing the position to 13,509 shares worth $635K. The position accounts for 0.17% of the portfolio, ranked #38.

One Advisory Partners first reported a position in ITM in Q2 2022 and has held it in 13 quarters since. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

One Advisory Partners held 13,509 shares of VanEck Intermediate Muni ETF worth $635K as of Q2 2026.
One Advisory Partners bought 1,799 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $84.2K.
VanEck Intermediate Muni ETF made up 0.17% of One Advisory Partners's portfolio in Q2 2026, its #38 holding.
One Advisory Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and has held it in 13 quarters since.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.