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ITM icon

SteelPeak Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

SteelPeak Wealth’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 		– Sell
-45,348
Closed -$2.14M – 616
2025
Q4 		$2.14M Sell
45,348
-2,825
-6% -$133K 0.07% 193
2025
Q3 		$2.24M Sell
48,173
-11,714
-20% -$536K 0.07% 196
2025
Q2 		$2.72M Buy
59,887
+1,499
+3% +$67.6K 0.11% 148
2025
Q1 		$2.66M Buy
58,388
+8,883
+18% +$409K 0.11% 145
2024
Q4 		$2.28M Sell
49,505
-10,764
-18% -$499K 0.09% 163
2024
Q3 		$2.83M Sell
60,269
-1,793
-3% -$83.3K 0.12% 131
2024
Q2 		$2.84M Sell
62,062
-8,922
-13% -$409K 0.13% 125
2024
Q1 		$3.3M Buy
70,984
+24,737
+53% +$1.15M 0.17% 113
2023
Q4 		$2.17M Sell
46,247
-30,386
-40% -$1.37M 0.13% 128
2023
Q3 		$3.38M Sell
76,633
-8,557
-10% -$389K 0.21% 96
2023
Q2 		$3.92M Buy
85,190
+4,212
+5% +$194K 0.23% 80
2023
Q1 		$3.76M Buy
80,978
+50,018
+162% +$2.31M 0.26% 87
2022
Q4 		$1.41M Sell
30,960
-20,448
-40% -$915K 0.1% 150
2022
Q3 		$2.24M Sell
51,408
-16,855
-25% -$770K 0.17% 107
2022
Q2 		$3.12M Buy
68,263
+5,650
+9% +$258K 0.22% 87
2022
Q1 		$2.96M Buy
+62,613
New +$3.09M 0.17% 100

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SteelPeak Wealth's ITM Position: Q1 2026 in Review

SteelPeak Wealth sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2026, closing a stake of 45,348 shares — an estimated $2.14M sold.

SteelPeak Wealth first reported a position in ITM in Q1 2022 and held it in 16 quarters. The position peaked at $3.92M in Q2 2023. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • SteelPeak Wealth reported no remaining VanEck Intermediate Muni ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 45,348 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $2.14M.
  • SteelPeak Wealth first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and held it in 16 quarters.
  • SteelPeak Wealth's VanEck Intermediate Muni ETF position peaked at $3.92M in Q2 2023.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.