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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
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
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 $7.61B AUM 16.44% 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