PFBT
ITM icon

Parkside Financial Bank & Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Parkside Financial Bank & Trust’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 		$3.3M Buy
70,293
+3,533
+5% +$165K 0.23% 71
2026
Q1 		$3.1M Buy
66,760
+2,486
+4% +$118K 0.24% 67
2025
Q4 		$3.03M Buy
64,274
+7,092
+12% +$333K 0.23% 70
2025
Q3 		$2.66M Buy
57,182
+2,679
+5% +$123K 0.21% 75
2025
Q2 		$2.48M Sell
54,503
-17,266
-24% -$779K 0.27% 72
2025
Q1 		$3.27M Buy
71,769
+3,786
+6% +$174K 0.41% 51
2024
Q4 		$3.13M Buy
67,983
+9,133
+16% +$423K 0.41% 48
2024
Q3 		$2.76M Buy
58,850
+8,934
+18% +$415K 0.38% 52
2024
Q2 		$2.29M Buy
49,916
+11,025
+28% +$506K 0.36% 56
2024
Q1 		$1.81M Buy
38,891
+5,330
+16% +$248K 0.29% 67
2023
Q4 		$1.58M Buy
33,561
+2,227
+7% +$100K 0.29% 65
2023
Q3 		$1.38M Buy
31,334
+4,309
+16% +$196K 0.32% 59
2023
Q2 		$1.25M Buy
27,025
+1,843
+7% +$85K 0.3% 58
2023
Q1 		$1.17M Buy
25,182
+1,267
+5% +$58.4K 0.32% 57
2022
Q4 		$1.09M Buy
23,915
+4,962
+26% +$222K 0.31% 54
2022
Q3 		$825K Buy
18,953
+224
+1% +$10.2K 0.26% 63
2022
Q2 		$855K Buy
18,729
+11,146
+147% +$509K 0.26% 64
2022
Q1 		$359K Buy
7,583
+17
+0.2% +$838 0.1% 158
2021
Q4 		$388K Sell
7,566
-50
-0.7% -$2.56K 0.1% 154
2021
Q3 		$390K Buy
7,616
+18
+0.2% +$934 0.11% 127
2021
Q2 		$394K Buy
7,598
+19
+0.3% +$982 0.11% 128
2021
Q1 		$388K Sell
7,579
-136
-2% -$7.03K 0.12% 131
2020
Q4 		$401K Buy
7,715
+1,518
+24% +$78.2K 0.13% 118
2020
Q3 		$318K Sell
6,197
-2,011
-25% -$104K 0.11% 124
2020
Q2 		$418K Sell
8,208
-30
-0.4% -$1.49K 0.14% 108
2020
Q1 		$405K Sell
8,238
-229
-3% -$11.5K 0.15% 94
2019
Q4 		$425K Buy
8,467
+2,378
+39% +$119K 0.12% 123
2019
Q3 		$306K Buy
6,089
+410
+7% +$20.7K 0.1% 148
2019
Q2 		$283K Buy
5,679
+245
+5% +$12.1K 0.09% 154
2019
Q1 		$265K Sell
5,434
-3,190
-37% -$153K 0.09% 156
2018
Q4 		$409K Buy
8,624
+5,986
+227% +$279K 0.15% 104
2018
Q3 		$123K Buy
2,638
+1,220
+86% +$57.4K 0.04% 224
2018
Q2 		$67K Hold
1,418
– – 0.02% 303
2018
Q1 		$67K Sell
1,418
-1,070
-43% -$50.5K 0.03% 297
2017
Q4 		$120K Sell
2,488
-258
-9% -$12.4K 0.04% 205
2017
Q3 		$132K Sell
2,746
-891
-24% -$43K 0.05% 194
2017
Q2 		$174K Sell
3,637
-213
-6% -$10.2K 0.07% 157
2017
Q1 		$180K Sell
3,850
-32,185
-89% -$1.5M 0.08% 148
2016
Q4 		$1.67M Buy
36,035
+34,840
+2,915% +$1.65M 0.73% 23
2016
Q3 		$59K Hold
1,195
– – 0.03% 324
2016
Q2 		$59K Hold
1,195
– – 0.03% 311
2016
Q1 		$58K Sell
1,195
-1,209
-50% -$58.6K 0.03% 299
2015
Q4 		$115K Hold
2,404
– – 0.06% 203
2015
Q3 		$114K Buy
+2,404
New +$112K 0.06% 187

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

Parkside Financial Bank & Trust's ITM Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its VanEck Intermediate Muni ETF (ITM) stake by 5.3% in Q2 2026, buying an estimated $165K and bringing the position to 70,293 shares worth $3.3M. The position accounts for 0.23% of the portfolio, ranked #71.

Parkside Financial Bank & Trust first reported a position in ITM in Q3 2015 and has held it in 44 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Parkside Financial Bank & Trust held 70,293 shares of VanEck Intermediate Muni ETF worth $3.3M as of Q2 2026.
  • Parkside Financial Bank & Trust bought 3,533 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $165K.
  • VanEck Intermediate Muni ETF made up 0.23% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #71 holding.
  • Parkside Financial Bank & Trust first reported a position in VanEck Intermediate Muni ETF in Q3 2015 and has held it in 44 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.