RMR Wealth Builders’s VanEck Intermediate Muni ETF ITM Stock Holding History

RMR Wealth Builders’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	–	Sell	-4,763	Closed	-$221K	–	321
2026 Q1	$221K	Buy	+4,763	New	+$225K	0.02%	259
2022 Q3	–	Sell	-27,204	Closed	-$1.24M	–	203
2022 Q2	$1.24M	Sell	27,204 -8,963	-25%	-$410K	0.31%	45
2022 Q1	$1.71M	Buy	36,167 +21,482	+146%	+$1.06M	0.37%	44
2021 Q4	$753K	Buy	+14,685	New	+$752K	0.22%	47

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

RMR Wealth Builders's ITM Position: Q2 2026 in Review

RMR Wealth Builders sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 4,763 shares — an estimated $221K sold.

RMR Wealth Builders first reported a position in ITM in Q4 2021 and held it in 4 quarters. The position peaked at $1.71M in Q1 2022. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

RMR Wealth Builders reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
RMR Wealth Builders sold 4,763 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $221K.
RMR Wealth Builders first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and held it in 4 quarters.
RMR Wealth Builders's VanEck Intermediate Muni ETF position peaked at $1.71M in Q1 2022.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.