&Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

&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 Q1	$360K	Sell	7,744 -36	-0.5%	-$1.7K	﹤0.01%	1872
2025 Q4	$367K	Buy	7,780 +1,133	+17%	+$53.2K	﹤0.01%	1792
2025 Q3	$310K	Sell	6,647 -5,727	-46%	-$262K	﹤0.01%	1732
2025 Q2	$563K	Sell	12,374 -4,015	-24%	-$181K	﹤0.01%	1292
2025 Q1	$744K	Sell	16,389 -12,451	-43%	-$573K	0.01%	944
2024 Q4	$1.33M	Buy	28,840 +10,172	+54%	+$471K	0.02%	647
2024 Q3	$876K	Buy	18,668 +12,842	+220%	+$597K	0.02%	618
2024 Q2	$267K	Buy	+5,826	New	+$267K	0.01%	754

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

&Partners's ITM Position: Q1 2026 in Review

&Partners reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.46% in Q1 2026, selling an estimated $1.7K and leaving 7,744 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

&Partners first reported a position in ITM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2024. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

&Partners held 7,744 shares of VanEck Intermediate Muni ETF worth $360K as of Q1 2026.
&Partners sold 36 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $1.7K.
VanEck Intermediate Muni ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1872 holding.
&Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's VanEck Intermediate Muni ETF position peaked at $1.33M in Q4 2024.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.