SI
ITM icon

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
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 $1.37T 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $6.83B AUM 12.51% 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 $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return