Principal Securities’s VanEck Intermediate Muni ETF ITM Stock Holding History

Principal Securities’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	$5.31M	Buy	112,899 +19,568	+21%	+$915K	0.06%	272
2026 Q1	$4.33M	Buy	93,331 +1,505	+2%	+$71.2K	0.06%	291
2025 Q4	$4.33M	Buy	91,826 +5,705	+7%	+$268K	0.07%	270
2025 Q3	$4.01M	Buy	86,121 +15,183	+21%	+$695K	0.07%	274
2025 Q2	$3.23M	Buy	70,938 +5,070	+8%	+$229K	0.06%	288
2025 Q1	$3.04M	Hold	65,868	–	–	0.07%	267
2024 Q4	$3.04M	Buy	65,868 +13,721	+26%	+$636K	0.07%	267
2024 Q3	$2.45M	Sell	52,147 -2,305	-4%	-$107K	0.06%	291
2024 Q2	$2.5M	Buy	54,452 +6,961	+15%	+$319K	0.07%	256
2024 Q1	$2.21M	Buy	47,491 +1,904	+4%	+$88.7K	0.07%	260
2023 Q4	$2.14M	Buy	+45,587	New	+$2.05M	0.08%	236

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

Principal Securities's ITM Position: Q2 2026 in Review

Principal Securities increased its VanEck Intermediate Muni ETF (ITM) stake by 21% in Q2 2026, buying an estimated $915K and bringing the position to 112,899 shares worth $5.31M. The position accounts for 0.06% of the portfolio, ranked #272.

Principal Securities first reported a position in ITM in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Principal Securities held 112,899 shares of VanEck Intermediate Muni ETF worth $5.31M as of Q2 2026.
Principal Securities bought 19,568 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $915K.
VanEck Intermediate Muni ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #272 holding.
Principal Securities first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.