Sanctuary Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sanctuary Advisors’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	$2.43M	Buy	51,785 +2,775	+6%	+$130K	0.01%	950
2026 Q1	$2.28M	Buy	49,010 +3,948	+9%	+$187K	0.01%	896
2025 Q4	$2.13M	Buy	45,062 +6	+0%	+$282	0.01%	901
2025 Q3	$2.1M	Sell	45,056 -10,517	-19%	-$481K	0.01%	867
2025 Q2	$2.53M	Sell	55,573 -49,451	-47%	-$2.23M	0.02%	747
2025 Q1	$4.78M	Buy	105,024 +29,675	+39%	+$1.37M	0.03%	475
2024 Q4	$3.47M	Sell	75,349 -3,407	-4%	-$158K	0.02%	643
2024 Q3	$3.64M	Buy	78,756 +10,569	+16%	+$491K	0.02%	631
2024 Q2	$3.12M	Buy	+68,187	New	+$3.13M	0.02%	627

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

Sanctuary Advisors's ITM Position: Q2 2026 in Review

Sanctuary Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 5.7% in Q2 2026, buying an estimated $130K and bringing the position to 51,785 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #950.

Sanctuary Advisors first reported a position in ITM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.78M in Q1 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Sanctuary Advisors held 51,785 shares of VanEck Intermediate Muni ETF worth $2.43M as of Q2 2026.
Sanctuary Advisors bought 2,775 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $130K.
VanEck Intermediate Muni ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #950 holding.
Sanctuary Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's VanEck Intermediate Muni ETF position peaked at $4.78M in Q1 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.