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

Steelhead 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 Q1	$275K	Buy	+5,942	New	+$281K	0.14%	73

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steelhead Wealth Management's ITM Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in VanEck Intermediate Muni ETF (ITM) in Q1 2026: 5,942 shares worth $275K. The stake represents 0.14% of the portfolio and ranks #73 among its holdings.

188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Steelhead Wealth Management held 5,942 shares of VanEck Intermediate Muni ETF worth $275K as of Q1 2026.
VanEck Intermediate Muni ETF was a new Steelhead Wealth Management position in Q1 2026.
VanEck Intermediate Muni ETF made up 0.14% of Steelhead Wealth Management's portfolio in Q1 2026, its #73 holding.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.