Steward Partners Investment Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $397K | Buy |
8,455
+111
| +1% | +$5.19K | ﹤0.01% | 1839 |
|
|
2026
Q1 | $387K | Hold |
8,344
| – | – | ﹤0.01% | 1653 |
|
|
2025
Q4 | $394K | Sell |
8,344
-591
| -7% | -$27.8K | ﹤0.01% | 1560 |
|
|
2025
Q3 | $416K | Sell |
8,935
-1,075
| -11% | -$49.2K | ﹤0.01% | 1473 |
|
|
2025
Q2 | $455K | Hold |
10,010
| – | – | ﹤0.01% | 1348 |
|
|
2025
Q1 | $456K | Hold |
10,010
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q4 | $461K | Sell |
10,010
-344
| -3% | -$15.9K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $486K | Buy |
+10,354
| New | +$481K | ﹤0.01% | 1117 |
|
|
2024
Q1 | – | Sell |
-1,567
| Closed | -$73.7K | – | 3616 |
|
|
2023
Q4 | $73.7K | Sell |
1,567
-3,026
| -66% | -$136K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $203K | Sell |
4,593
-2,235
| -33% | -$102K | ﹤0.01% | 1277 |
|
|
2023
Q2 | $315K | Buy |
6,828
+24
| +0.4% | +$1.11K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $316K | Buy |
6,804
+15
| +0.2% | +$692 | 0.01% | 1091 |
|
|
2022
Q4 | $310K | Sell |
6,789
-4,572
| -40% | -$205K | 0.01% | 1064 |
|
|
2022
Q3 | $495K | Sell |
11,361
-4,968
| -30% | -$227K | 0.01% | 859 |
|
|
2022
Q2 | $746K | Sell |
16,329
-982
| -6% | -$44.9K | 0.01% | 735 |
|
|
2022
Q1 | $819K | Sell |
17,311
-293
| -2% | -$14.4K | 0.01% | 748 |
|
|
2021
Q4 | $903K | Sell |
17,604
-9
| -0.1% | -$461 | 0.01% | 738 |
|
|
2021
Q3 | $902K | Buy |
17,613
+122
| +0.7% | +$6.33K | 0.02% | 697 |
|
|
2021
Q2 | $906K | Sell |
17,491
-45
| -0.3% | -$2.33K | 0.02% | 711 |
|
|
2021
Q1 | $899K | Buy |
17,536
+10
| +0.1% | +$517 | 0.02% | 680 |
|
|
2020
Q4 | $912K | Sell |
17,526
-129
| -0.7% | -$6.64K | 0.02% | 589 |
|
|
2020
Q3 | $905K | Buy |
17,655
+2,353
| +15% | +$121K | 0.02% | 510 |
|
|
2020
Q2 | $779K | Buy |
15,302
+864
| +6% | +$42.9K | 0.02% | 520 |
|
|
2020
Q1 | $709K | Sell |
14,438
-3,095
| -18% | -$155K | 0.03% | 480 |
|
|
2019
Q4 | $880K | Buy |
17,533
+3,747
| +27% | +$188K | 0.03% | 487 |
|
|
2019
Q3 | $693K | Buy |
13,786
+1,703
| +14% | +$85.8K | 0.02% | 502 |
|
|
2019
Q2 | $601K | Sell |
12,083
-6,893
| -36% | -$339K | 0.02% | 513 |
|
|
2019
Q1 | $926K | Sell |
18,976
-823
| -4% | -$39.5K | 0.04% | 378 |
|
|
2018
Q4 | $939K | Buy |
19,799
+1,405
| +8% | +$65.4K | 0.05% | 345 |
|
|
2018
Q3 | $858K | Buy |
18,394
+3,662
| +25% | +$172K | 0.04% | 384 |
|
|
2018
Q2 | $694K | Sell |
14,732
-1,316
| -8% | -$61.8K | 0.04% | 387 |
|
|
2018
Q1 | $755K | Buy |
16,048
+131
| +0.8% | +$6.18K | 0.05% | 321 |
|
|
2017
Q4 | $766K | Buy |
15,917
+536
| +3% | +$25.8K | 0.06% | 278 |
|
|
2017
Q3 | $739K | Buy |
15,381
+5
| +0% | +$241 | 0.08% | 233 |
|
|
2017
Q2 | $735K | Hold |
15,376
| – | – | 0.08% | 216 |
|
|
2017
Q1 | $720K | Buy |
15,376
+2,198
| +17% | +$103K | 0.11% | 162 |
|
|
2016
Q4 | $611K | Buy |
+13,178
| New | +$624K | 0.28% | 87 |
|
Other funds holding ITM
CCWA
WJA
TWIM
Steward Partners Investment Advisory's ITM Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its VanEck Intermediate Muni ETF (ITM) stake by 1.3% in Q2 2026, buying an estimated $5.19K and bringing the position to 8,455 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.
Steward Partners Investment Advisory first reported a position in ITM in Q4 2016 and has held it in 37 quarters since. The position peaked at $939K in Q4 2018. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.
- Steward Partners Investment Advisory held 8,455 shares of VanEck Intermediate Muni ETF worth $397K as of Q2 2026.
- Steward Partners Investment Advisory bought 111 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $5.19K.
- VanEck Intermediate Muni ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1839 holding.
- Steward Partners Investment Advisory first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's VanEck Intermediate Muni ETF position peaked at $939K in Q4 2018.
- 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.