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Private Trust Company’s VanEck Intermediate Muni ETF ITM Stock Holding History

Private Trust Company’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 		$580K Buy
12,347
+1
+0% +$47 0.05% 418
2026
Q1 		$573K Buy
12,346
+1
+0% +$47 0.05% 397
2025
Q4 		$582K Sell
12,345
-3
-0% -$141 0.05% 386
2025
Q3 		$575K Sell
12,348
-367
-3% -$16.8K 0.05% 378
2025
Q2 		$578K Buy
12,715
+15
+0.1% +$677 0.06% 372
2025
Q1 		$578K Sell
12,700
-133
-1% -$6.12K 0.06% 348
2024
Q4 		$592K Buy
12,833
+1,320
+11% +$61.1K 0.06% 331
2024
Q3 		$541K Sell
11,513
-61
-0.5% -$2.83K 0.05% 366
2024
Q2 		$531K Sell
11,574
-22
-0.2% -$1.01K 0.06% 355
2024
Q1 		$539K Buy
11,596
+216
+2% +$10.1K 0.06% 344
2023
Q4 		$535K Buy
11,380
+735
+7% +$33.1K 0.06% 327
2023
Q3 		$469K Buy
10,645
+10,099
+1,850% +$459K 0.06% 331
2023
Q2 		$25.2K Sell
546
-39
-7% -$1.8K ﹤0.01% 1280
2023
Q1 		$27.2K Sell
585
-19
-3% -$876 ﹤0.01% 1219
2022
Q4 		$28K Buy
604
+300
+99% +$13.4K ﹤0.01% 1174
2022
Q3 		$13K Buy
304
+199
+190% +$9.1K ﹤0.01% 1351
2022
Q2 		$5K Buy
+105
New +$4.8K ﹤0.01% 1749
2013
Q4 		– Sell
-435
Closed -$19K – 1789
2013
Q3 		$19K Hold
435
– – 0.01% 682
2013
Q2 		$19K Buy
+435
New +$20.2K 0.01% 643

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Trust Company's ITM Position: Q2 2026 in Review

Private Trust Company increased its VanEck Intermediate Muni ETF (ITM) stake by 0.01% in Q2 2026, buying an estimated $47 and bringing the position to 12,347 shares worth $580K. The position accounts for 0.05% of the portfolio, ranked #418.

Private Trust Company first reported a position in ITM in Q2 2013 and has held it in 19 quarters since. The position peaked at $592K in Q4 2024. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Private Trust Company held 12,347 shares of VanEck Intermediate Muni ETF worth $580K as of Q2 2026.
  • Private Trust Company bought 1 VanEck Intermediate Muni ETF share in Q2 2026, an estimated $47.
  • VanEck Intermediate Muni ETF made up 0.05% of Private Trust Company's portfolio in Q2 2026, its #418 holding.
  • Private Trust Company first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 19 quarters since.
  • Private Trust Company's VanEck Intermediate Muni ETF position peaked at $592K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.