Osaic Holdings
ITM icon

Osaic Holdings’s VanEck Intermediate Muni ETF ITM Stock Holding History

Osaic Holdings’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 		$680K Buy
14,469
+4,351
+43% +$204K ﹤0.01% 3385
2026
Q1 		$470K Sell
10,118
-3,811
-27% -$180K ﹤0.01% 3413
2025
Q4 		$657K Sell
13,929
-10,540
-43% -$495K ﹤0.01% 3085
2025
Q3 		$1.13M Sell
24,469
-8,834
-27% -$404K ﹤0.01% 2681
2025
Q2 		$1.52M Buy
33,303
+1,459
+5% +$65.8K ﹤0.01% 2149
2025
Q1 		$1.45M Sell
31,844
-396
-1% -$18.2K ﹤0.01% 1919
2024
Q4 		$1.49M Sell
32,240
-2,354
-7% -$109K ﹤0.01% 1893
2024
Q3 		$1.62M Sell
34,594
-4,913
-12% -$228K ﹤0.01% 1882
2024
Q2 		$1.81M Sell
39,507
-5,686
-13% -$261K ﹤0.01% 1717
2024
Q1 		$2.1M Sell
45,193
-139,746
-76% -$6.51M ﹤0.01% 1664
2023
Q4 		$8.7M Sell
184,939
-69,352
-27% -$3.12M 0.02% 874
2023
Q3 		$11.2M Buy
254,291
+84,463
+50% +$3.84M 0.02% 807
2023
Q2 		$7.82M Sell
169,828
-43,375
-20% -$2M 0.01% 898
2023
Q1 		$9.91M Buy
213,203
+29,142
+16% +$1.34M 0.02% 772
2022
Q4 		$8.4M Buy
184,061
+139,149
+310% +$6.23M 0.02% 817
2022
Q3 		$1.96M Sell
44,912
-6,676
-13% -$305K ﹤0.01% 1655
2022
Q2 		$2.36M Sell
51,588
-16,117
-24% -$737K 0.01% 1546
2022
Q1 		$3.21M Sell
67,705
-163
-0.2% -$8.03K 0.01% 1538
2021
Q4 		$3.48M Buy
67,868
+843
+1% +$43.1K 0.01% 1351
2021
Q3 		$3.44M Buy
67,025
+3,860
+6% +$200K 0.01% 1308
2021
Q2 		$3.27M Sell
63,165
-5,296
-8% -$274K 0.01% 1325
2021
Q1 		$3.51M Buy
68,461
+11,584
+20% +$599K 0.01% 1176
2020
Q4 		$2.96M Sell
56,877
-1,262
-2% -$65K 0.01% 1169
2020
Q3 		$2.98M Sell
58,139
-1,698
-3% -$87.4K 0.01% 1065
2020
Q2 		$3.05M Buy
59,837
+2,977
+5% +$148K 0.01% 983
2020
Q1 		$2.79M Buy
+56,860
New +$2.85M 0.01% 869

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

Osaic Holdings's ITM Position: Q2 2026 in Review

Osaic Holdings increased its VanEck Intermediate Muni ETF (ITM) stake by 43% in Q2 2026, buying an estimated $204K and bringing the position to 14,469 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Osaic Holdings first reported a position in ITM in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.2M in Q3 2023. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Osaic Holdings held 14,469 shares of VanEck Intermediate Muni ETF worth $680K as of Q2 2026.
  • Osaic Holdings bought 4,351 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $204K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3385 holding.
  • Osaic Holdings first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's VanEck Intermediate Muni ETF position peaked at $11.2M in Q3 2023.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.