PWM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
CI
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 $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return