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Smartleaf Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Smartleaf Asset 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
Q1 		$124K Sell
2,686
-66
-2% -$3.12K ﹤0.01% 1003
2025
Q4 		$130K Sell
2,752
-1,618
-37% -$76K ﹤0.01% 1046
2025
Q3 		$204K Buy
4,370
+3,885
+801% +$178K 0.01% 727
2025
Q2 		$22K Hold
485
– – ﹤0.01% 1510
2025
Q1 		$22K Buy
+485
New +$22.3K ﹤0.01% 1563

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smartleaf Asset Management's ITM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 2.4% in Q1 2026, selling an estimated $3.12K and leaving 2,686 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Smartleaf Asset Management first reported a position in ITM in Q1 2025 and has held it in 5 quarters since. The position peaked at $204K in Q3 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Smartleaf Asset Management held 2,686 shares of VanEck Intermediate Muni ETF worth $124K as of Q1 2026.
  • Smartleaf Asset Management sold 66 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $3.12K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1003 holding.
  • Smartleaf Asset Management first reported a position in VanEck Intermediate Muni ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's VanEck Intermediate Muni ETF position peaked at $204K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.