Sax Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sax Wealth 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	$277K	Buy	+5,973	New	+$279K	0.01%	462

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

Sax Wealth Advisors's ITM Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 5,973 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings.

204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Sax Wealth Advisors held 5,973 shares of VanEck Intermediate Muni ETF worth $277K as of Q2 2026.
VanEck Intermediate Muni ETF was a new Sax Wealth Advisors position in Q2 2026.
VanEck Intermediate Muni ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #462 holding.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.