Petra Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Petra Financial Advisors’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	$705K	Buy	15,011 +24	+0.2%	+$1.12K	0.33%	79
2026 Q1	$696K	Buy	14,987 +819	+6%	+$38.7K	0.43%	64
2025 Q4	$668K	Sell	14,168 -775	-5%	-$36.4K	0.39%	71
2025 Q3	$696K	Buy	14,943 +23	+0.2%	+$1.05K	0.41%	69
2025 Q2	$678K	Buy	14,920 +15	+0.1%	+$677	0.43%	60
2025 Q1	$678K	Sell	14,905 -565	-4%	-$26K	0.56%	41
2024 Q4	$713K	Hold	15,470	–	–	0.49%	52
2024 Q3	$726K	Hold	15,470	–	–	0.48%	62
2024 Q2	$709K	Hold	15,470	–	–	0.51%	61
2024 Q1	$720K	Hold	15,470	–	–	0.53%	59
2023 Q4	$728K	Hold	15,470	–	–	0.61%	53
2023 Q3	$682K	Hold	15,470	–	–	0.57%	57
2023 Q2	$713K	Buy	+15,470	New	+$713K	0.64%	48
2023 Q1	–	Sell	-17,485	Closed	-$797K	–	91
2022 Q4	$797K	Buy	+17,485	New	+$783K	0.88%	30

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

Petra Financial Advisors's ITM Position: Q2 2026 in Review

Petra Financial Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 0.16% in Q2 2026, buying an estimated $1.12K and bringing the position to 15,011 shares worth $705K. The position accounts for 0.33% of the portfolio, ranked #79.

Petra Financial Advisors first reported a position in ITM in Q4 2022 and has held it in 14 quarters since. The position peaked at $797K in Q4 2022. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Petra Financial Advisors held 15,011 shares of VanEck Intermediate Muni ETF worth $705K as of Q2 2026.
Petra Financial Advisors bought 24 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $1.12K.
VanEck Intermediate Muni ETF made up 0.33% of Petra Financial Advisors's portfolio in Q2 2026, its #79 holding.
Petra Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's VanEck Intermediate Muni ETF position peaked at $797K in Q4 2022.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.