Strategic Blueprint’s VanEck Intermediate Muni ETF ITM Stock Holding History

Strategic Blueprint’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	$705K	Sell	15,185 -4,464	-23%	-$211K	0.04%	343
2025 Q4	$927K	Buy	19,649 +3,269	+20%	+$154K	0.05%	281
2025 Q3	$763K	Buy	16,380 +717	+5%	+$32.8K	0.03%	385
2025 Q2	$712K	Sell	15,663 -15,076	-49%	-$680K	0.04%	367
2025 Q1	$1.4M	Buy	30,739 +22,099	+256%	+$1.02M	0.08%	224
2024 Q4	$398K	Buy	8,640 +1,829	+27%	+$84.7K	0.02%	461
2024 Q3	$320K	Sell	6,811 -693	-9%	-$32.2K	0.02%	503
2024 Q2	$344K	Buy	7,504 +985	+15%	+$45.2K	0.02%	462
2024 Q1	$303K	Buy	6,519 +644	+11%	+$30K	0.02%	492
2023 Q4	$276K	Sell	5,875 -4,843	-45%	-$218K	0.02%	480
2023 Q3	$473K	Buy	10,718 +6,056	+130%	+$275K	0.04%	338
2023 Q2	$215K	Buy	+4,662	New	+$215K	0.02%	505

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 $374B AUM 17.66% 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

Strategic Blueprint's ITM Position: Q1 2026 in Review

Strategic Blueprint reduced its VanEck Intermediate Muni ETF (ITM) stake by 23% in Q1 2026, selling an estimated $211K and leaving 15,185 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #343.

Strategic Blueprint first reported a position in ITM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Strategic Blueprint held 15,185 shares of VanEck Intermediate Muni ETF worth $705K as of Q1 2026.
Strategic Blueprint sold 4,464 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $211K.
VanEck Intermediate Muni ETF made up 0.04% of Strategic Blueprint's portfolio in Q1 2026, its #343 holding.
Strategic Blueprint first reported a position in VanEck Intermediate Muni ETF in Q2 2023 and has held it in 12 quarters since.
Strategic Blueprint's VanEck Intermediate Muni ETF position peaked at $1.4M in Q1 2025.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.