Sargent Investment Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sargent Investment 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
2026 Q2	$287K	Hold	6,118	–	–	0.03%	220
2026 Q1	$284K	Hold	6,118	–	–	0.04%	210
2025 Q4	$289K	Buy	+6,118	New	+$288K	0.04%	212
2025 Q3	–	Sell	-6,926	Closed	-$315K	–	174
2025 Q2	$315K	Buy	6,926 +235	+4%	+$10.6K	0.04%	189
2025 Q1	$305K	Hold	6,691	–	–	0.05%	185
2024 Q4	$306K	Buy	6,691 +259	+4%	+$12K	0.05%	183
2024 Q3	$302K	Sell	6,432 -348	-5%	-$16.2K	0.05%	164
2024 Q2	$311K	Buy	6,780 +348	+5%	+$16K	0.06%	160
2024 Q1	$299K	Hold	6,432	–	–	0.07%	160
2023 Q4	$302K	Hold	6,432	–	–	0.07%	161
2023 Q3	$284K	Hold	6,432	–	–	0.07%	157
2023 Q2	$296K	Buy	6,432 +2,089	+48%	+$96.3K	0.07%	149
2023 Q1	$202K	Buy	+4,343	New	+$200K	0.05%	185

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

Sargent Investment Group's ITM Position: Q2 2026 in Review

Sargent Investment Group held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 6,118 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #220.

Sargent Investment Group first reported a position in ITM in Q1 2023 and has held it in 13 quarters since. The position peaked at $315K in Q2 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Sargent Investment Group held 6,118 shares of VanEck Intermediate Muni ETF worth $287K as of Q2 2026.
Sargent Investment Group left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #220 holding.
Sargent Investment Group first reported a position in VanEck Intermediate Muni ETF in Q1 2023 and has held it in 13 quarters since.
Sargent Investment Group's VanEck Intermediate Muni ETF position peaked at $315K in Q2 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.