Prelude Capital Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Prelude Capital 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	$919K	Buy	+19,560	New	+$915K	0.07%	333
2019 Q4	–	Sell	-10,500	Closed	-$528K	–	2079
2019 Q3	$528K	Sell	10,500 -236	-2%	-$11.9K	0.02%	505
2019 Q2	$534K	Buy	10,736 +9,557	+811%	+$470K	0.03%	486
2019 Q1	$58K	Buy	+1,179	New	+$56.6K	﹤0.01%	1079
2018 Q4	–	Sell	-7,457	Closed	-$348K	–	1969
2018 Q3	$348K	Buy	+7,457	New	+$351K	0.02%	630
2018 Q2	–	Sell	-8,000	Closed	-$376K	–	1788
2018 Q1	$376K	Sell	8,000 -16,824	-68%	-$794K	0.03%	514
2017 Q4	$1.2M	Buy	24,824 +20,825	+521%	+$1M	0.1%	220
2017 Q3	$192K	Buy	+3,999	New	+$193K	0.02%	667
2017 Q2	–	Sell	-16,877	Closed	-$791K	–	1717
2017 Q1	$791K	Buy	+16,877	New	+$788K	0.08%	265

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

Prelude Capital Management's ITM Position: Q2 2026 in Review

Prelude Capital Management opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 19,560 shares worth $919K. The stake represents 0.07% of the portfolio and ranks #333 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in ITM as recently as Q3 2019.

Prelude Capital Management first reported a position in ITM in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2017. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Prelude Capital Management held 19,560 shares of VanEck Intermediate Muni ETF worth $919K as of Q2 2026.
VanEck Intermediate Muni ETF was a new Prelude Capital Management position in Q2 2026.
VanEck Intermediate Muni ETF made up 0.07% of Prelude Capital Management's portfolio in Q2 2026, its #333 holding.
Prelude Capital Management first reported a position in VanEck Intermediate Muni ETF in Q1 2017 and has held it in 9 quarters since.
Prelude Capital Management's VanEck Intermediate Muni ETF position peaked at $1.2M in Q4 2017.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.