Perigon Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Perigon Wealth Management’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	$717K	Sell	15,250 -460	-3%	-$21.5K	0.01%	716
2026 Q1	$729K	Sell	15,710 -411	-3%	-$19.4K	0.01%	633
2025 Q4	$760K	Sell	16,121 -4,342	-21%	-$204K	0.01%	627
2025 Q3	$954K	Buy	20,463 +6,129	+43%	+$281K	0.02%	527
2025 Q2	$652K	Buy	+14,334	New	+$647K	0.02%	602
2023 Q4	–	Sell	-5,902	Closed	-$260K	–	858
2023 Q3	$260K	Hold	5,902	–	–	0.01%	640
2023 Q2	$272K	Sell	5,902 -69	-1%	-$3.18K	0.01%	642
2023 Q1	$277K	Buy	+5,971	New	+$275K	0.02%	566
2021 Q1	–	Sell	-730	Closed	-$38K	–	764
2020 Q4	$38K	Buy	+730	New	+$37.6K	﹤0.01%	826

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

Perigon Wealth Management's ITM Position: Q2 2026 in Review

Perigon Wealth Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 2.9% in Q2 2026, selling an estimated $21.5K and leaving 15,250 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #716.

Perigon Wealth Management first reported a position in ITM in Q4 2020 and has held it in 9 quarters since. The position peaked at $954K in Q3 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Perigon Wealth Management held 15,250 shares of VanEck Intermediate Muni ETF worth $717K as of Q2 2026.
Perigon Wealth Management sold 460 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $21.5K.
VanEck Intermediate Muni ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #716 holding.
Perigon Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and has held it in 9 quarters since.
Perigon Wealth Management's VanEck Intermediate Muni ETF position peaked at $954K in Q3 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.