TD Private Client Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

TD Private Client 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 Q2	$462K	Sell	9,825 -1,812	-16%	-$84.8K	0.01%	518
2026 Q1	$540K	Buy	11,637 +108	+0.9%	+$5.11K	0.01%	479
2025 Q4	$544K	Buy	11,529 +5,536	+92%	+$260K	0.01%	463
2025 Q3	$279K	Hold	5,993	–	–	0.01%	593
2025 Q2	$273K	Buy	5,993 +852	+17%	+$38.4K	0.01%	575
2025 Q1	$234K	Sell	5,141 -59,584	-92%	-$2.74M	0.01%	573
2024 Q4	$2.98M	Buy	64,725 +62,855	+3,361%	+$2.91M	0.08%	175
2024 Q3	$87.8K	Hold	1,870	–	–	﹤0.01%	734
2024 Q2	$85.7K	Hold	1,870	–	–	﹤0.01%	712
2024 Q1	$87K	Hold	1,870	–	–	﹤0.01%	711
2023 Q4	$87.9K	Sell	1,870 -1,551	-45%	-$69.8K	﹤0.01%	708
2023 Q3	$151K	Buy	+3,421	New	+$156K	0.01%	589
2021 Q2	–	Sell	-9,423	Closed	-$483K	–	1229
2021 Q1	$483K	Buy	+9,423	New	+$487K	0.02%	397

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Private Client Wealth's ITM Position: Q2 2026 in Review

TD Private Client Wealth reduced its VanEck Intermediate Muni ETF (ITM) stake by 16% in Q2 2026, selling an estimated $84.8K and leaving 9,825 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #518.

TD Private Client Wealth first reported a position in ITM in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.98M in Q4 2024. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

TD Private Client Wealth held 9,825 shares of VanEck Intermediate Muni ETF worth $462K as of Q2 2026.
TD Private Client Wealth sold 1,812 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $84.8K.
VanEck Intermediate Muni ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #518 holding.
TD Private Client Wealth first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and has held it in 13 quarters since.
TD Private Client Wealth's VanEck Intermediate Muni ETF position peaked at $2.98M in Q4 2024.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.