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Rehmann Capital Advisory Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Rehmann Capital Advisory Group’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
2025
Q3 		– Sell
-8,408
Closed -$382K – 659
2025
Q2 		$382K Sell
8,408
-188
-2% -$8.48K 0.02% 414
2025
Q1 		$391K Sell
8,596
-162
-2% -$7.46K 0.02% 415
2024
Q4 		$404K Buy
8,758
+23
+0.3% +$1.06K 0.03% 403
2024
Q3 		$410K Sell
8,735
-50,956
-85% -$2.37M 0.03% 385
2024
Q2 		$2.73M Buy
59,691
+1,830
+3% +$84K 0.2% 99
2024
Q1 		$2.69M Buy
57,861
+3,943
+7% +$184K 0.2% 91
2023
Q4 		$2.54M Buy
53,918
+4,344
+9% +$196K 0.21% 91
2023
Q3 		$2.19M Sell
49,574
-3,056
-6% -$139K 0.2% 91
2023
Q2 		$2.42M Sell
52,630
-144
-0.3% -$6.64K 0.22% 90
2023
Q1 		$2.45M Sell
52,774
-3,251
-6% -$150K 0.23% 93
2022
Q4 		$2.56M Buy
56,025
+5,981
+12% +$268K 0.26% 85
2022
Q3 		$2.18M Buy
50,044
+11,882
+31% +$543K 0.24% 87
2022
Q2 		$1.74M Sell
38,162
-4,540
-11% -$207K 0.19% 103
2022
Q1 		$2.03M Buy
42,702
+1,868
+5% +$92.1K 0.19% 98
2021
Q4 		$2.09M Sell
40,834
-10,564
-21% -$541K 0.19% 92
2021
Q3 		$2.63M Buy
51,398
+1,739
+4% +$90.2K 0.25% 73
2021
Q2 		$2.57M Buy
49,659
+1,058
+2% +$54.7K 0.25% 71
2021
Q1 		$2.49M Buy
48,601
+9,212
+23% +$476K 0.25% 73
2020
Q4 		$2.05M Buy
39,389
+5,618
+17% +$289K 0.23% 81
2020
Q3 		$1.73M Buy
33,771
+864
+3% +$44.5K 0.22% 87
2020
Q2 		$1.68M Sell
32,907
-9,624
-23% -$478K 0.23% 86
2020
Q1 		$2.09M Buy
+42,531
New +$2.13M 0.34% 50
2019
Q3 		– Sell
-36,750
Closed -$1.83M – 1903
2019
Q2 		$1.83M Buy
36,750
+4,963
+16% +$244K 0.23% 72
2019
Q1 		$1.55M Buy
31,787
+31,738
+64,771% +$1.52M 0.21% 80
2018
Q4 		$2.33K Sell
49
-14,864
-100% -$692K ﹤0.01% 1427
2018
Q3 		$695K Sell
14,913
-21,377
-59% -$1.01M 0.1% 170
2018
Q2 		$1.71M Buy
36,290
+731
+2% +$34.3K 0.25% 70
2018
Q1 		$1.67M Buy
35,559
+1,939
+6% +$91.5K 0.26% 70
2017
Q4 		$1.62M Buy
33,620
+757
+2% +$36.4K 0.27% 74
2017
Q3 		$1.58M Sell
32,863
-1,337
-4% -$64.5K 0.29% 70
2017
Q2 		$1.64M Sell
34,200
-879
-3% -$41.9K 0.31% 67
2017
Q1 		$1.64M Buy
35,079
+17,579
+100% +$821K 0.27% 74
2016
Q4 		$812K Buy
17,500
+1,472
+9% +$69.7K 0.15% 132
2016
Q3 		$788K Buy
16,028
+1,405
+10% +$69.5K 0.15% 125
2016
Q2 		$726K Buy
+14,623
New +$716K 0.14% 135
2016
Q1 		– Sell
-14,118
Closed -$677K – 381
2015
Q4 		$677K Sell
14,118
-10,828
-43% -$513K 0.14% 122
2015
Q3 		$1.18M Sell
24,946
-3,516
-12% -$164K 0.27% 78
2015
Q2 		$1.32M Buy
28,462
+6,255
+28% +$293K 0.3% 71
2015
Q1 		$1.06M Buy
22,207
+3,348
+18% +$159K 0.24% 84
2014
Q4 		$893K Buy
18,859
+1,684
+10% +$79.4K 0.21% 93
2014
Q3 		$806K Buy
17,175
+1,700
+11% +$79.3K 0.19% 96
2014
Q2 		$720K Buy
15,475
+1,196
+8% +$55.3K 0.17% 107
2014
Q1 		$650K Buy
14,279
+2,123
+17% +$96.1K 0.18% 107
2013
Q4 		$535K Sell
12,156
-1,017
-8% -$45.3K 0.16% 124
2013
Q3 		$588K Buy
13,173
+323
+3% +$14.1K 0.19% 103
2013
Q2 		$566K Buy
+12,850
New +$597K 0.2% 95

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rehmann Capital Advisory Group's ITM Position: Q3 2025 in Review

Rehmann Capital Advisory Group sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 8,408 shares — an estimated $382K sold.

Rehmann Capital Advisory Group first reported a position in ITM in Q2 2013 and held it in 46 quarters. The position peaked at $2.73M in Q2 2024. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • Rehmann Capital Advisory Group reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 8,408 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $382K.
  • Rehmann Capital Advisory Group first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 46 quarters.
  • Rehmann Capital Advisory Group's VanEck Intermediate Muni ETF position peaked at $2.73M in Q2 2024.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.