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Stephens Inc’s VanEck Intermediate Muni ETF ITM Stock Holding History

Stephens Inc’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 		– Sell
-6,509
Closed -$302K – 1366
2026
Q1 		$302K Sell
6,509
-373
-5% -$17.6K ﹤0.01% 1030
2025
Q4 		$325K Sell
6,882
-159
-2% -$7.47K ﹤0.01% 1006
2025
Q3 		$328K Sell
7,041
-180
-2% -$8.24K ﹤0.01% 1003
2025
Q2 		$328K Buy
7,221
+169
+2% +$7.62K ﹤0.01% 980
2025
Q1 		$321K Buy
7,052
+286
+4% +$13.2K ﹤0.01% 964
2024
Q4 		$312K Buy
6,766
+49
+0.7% +$2.27K ﹤0.01% 1002
2024
Q3 		$315K Buy
6,717
+11
+0.2% +$511 ﹤0.01% 1001
2024
Q2 		$307K Buy
6,706
+1,039
+18% +$47.7K ﹤0.01% 995
2024
Q1 		$264K Buy
5,667
+110
+2% +$5.13K ﹤0.01% 1053
2023
Q4 		$261K Buy
+5,557
New +$250K ﹤0.01% 982
2016
Q2 		– Sell
-4,800
Closed -$233K – 778
2016
Q1 		$233K Buy
+4,800
New +$232K 0.01% 620

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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stephens Inc's ITM Position: Q2 2026 in Review

Stephens Inc sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 6,509 shares — an estimated $302K sold.

Stephens Inc first reported a position in ITM in Q1 2016 and held it in 11 quarters. The position peaked at $328K in Q2 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Stephens Inc reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 6,509 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $302K.
  • Stephens Inc first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 11 quarters.
  • Stephens Inc's VanEck Intermediate Muni ETF position peaked at $328K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.