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

OneDigital 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 		$28.2M Buy
600,420
+98,866
+20% +$4.62M 0.24% 83
2026
Q1 		$23.3M Buy
501,554
+21,626
+5% +$1.02M 0.23% 84
2025
Q4 		$22.6M Buy
479,928
+2,899
+0.6% +$136K 0.22% 89
2025
Q3 		$22.2M Buy
477,029
+23,209
+5% +$1.06M 0.23% 89
2025
Q2 		$20.6M Buy
453,820
+118,299
+35% +$5.34M 0.23% 91
2025
Q1 		$15.3M Buy
335,521
+119,896
+56% +$5.52M 0.18% 115
2024
Q4 		$9.94M Buy
215,625
+28,506
+15% +$1.32M 0.12% 151
2024
Q3 		$8.79M Sell
187,119
-2,310
-1% -$107K 0.1% 169
2024
Q2 		$8.68M Buy
189,429
+5,139
+3% +$236K 0.11% 161
2024
Q1 		$8.57M Sell
184,290
-479
-0.3% -$22.3K 0.13% 145
2023
Q4 		$8.69M Sell
184,769
-39,758
-18% -$1.79M 0.15% 133
2023
Q3 		$9.9M Buy
224,527
+182,755
+438% +$8.31M 0.21% 98
2023
Q2 		$1.92M Buy
41,772
+8,131
+24% +$375K 0.04% 285
2023
Q1 		$1.56M Buy
33,641
+5,292
+19% +$244K 0.04% 314
2022
Q4 		$1.29M Buy
28,349
+3,091
+12% +$138K 0.04% 313
2022
Q3 		$1.1M Buy
+25,258
New +$1.15M 0.04% 269

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 22.9% 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

OneDigital Investment Advisors's ITM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 20% in Q2 2026, buying an estimated $4.62M and bringing the position to 600,420 shares worth $28.2M. The position accounts for 0.24% of the portfolio, ranked #83.

OneDigital Investment Advisors first reported a position in ITM in Q3 2022 and has held it in 16 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • OneDigital Investment Advisors held 600,420 shares of VanEck Intermediate Muni ETF worth $28.2M as of Q2 2026.
  • OneDigital Investment Advisors bought 98,866 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $4.62M.
  • VanEck Intermediate Muni ETF made up 0.24% of OneDigital Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • OneDigital Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2022 and has held it in 16 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.