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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
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
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 $7.61B AUM 16.44% 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