Robertson Stephens Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Robertson Stephens Wealth Management’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	$209K	Hold	4,457	–	–	0.01%	611
2026 Q1	$207K	Hold	4,457	–	–	0.01%	580
2025 Q4	$210K	Hold	4,457	–	–	0.01%	596
2025 Q3	$208K	Hold	4,457	–	–	0.01%	508
2025 Q2	$203K	Hold	4,457	–	–	0.01%	532
2025 Q1	$203K	Buy	+4,457	New	+$205K	0.01%	529
2022 Q4	–	Sell	-6,000	Closed	-$261K	–	419
2022 Q3	$261K	Hold	6,000	–	–	0.03%	301
2022 Q2	$274K	Hold	6,000	–	–	0.03%	304
2022 Q1	$283K	Hold	6,000	–	–	0.02%	322
2021 Q4	$307K	Sell	6,000 -6,067	-50%	-$311K	0.03%	314
2021 Q3	$618K	Hold	12,067	–	–	0.07%	181
2021 Q2	$625K	Buy	+12,067	New	+$624K	0.08%	185

Other funds holding ITM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Robertson Stephens Wealth Management's ITM Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 4,457 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #611.

Robertson Stephens Wealth Management first reported a position in ITM in Q2 2021 and has held it in 12 quarters since. The position peaked at $625K in Q2 2021. 72 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Robertson Stephens Wealth Management held 4,457 shares of VanEck Intermediate Muni ETF worth $209K as of Q2 2026.
Robertson Stephens Wealth Management left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #611 holding.
Robertson Stephens Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2021 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's VanEck Intermediate Muni ETF position peaked at $625K in Q2 2021.
72 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.