Truist Financial
ITM icon

Truist Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Truist Financial’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 		$3.22M Sell
68,457
-1,196
-2% -$55.9K ﹤0.01% 1132
2026
Q1 		$3.23M Sell
69,653
-6,371
-8% -$301K ﹤0.01% 1062
2025
Q4 		$3.59M Sell
76,024
-12,915
-15% -$607K ﹤0.01% 1002
2025
Q3 		$4.14M Buy
88,939
+12,006
+16% +$550K 0.01% 978
2025
Q2 		$3.5M Sell
76,933
-10,830
-12% -$489K 0.01% 1023
2025
Q1 		$3.99M Sell
87,763
-10,131
-10% -$466K 0.01% 919
2024
Q4 		$4.51M Buy
97,894
+17,059
+21% +$790K 0.01% 869
2024
Q3 		$3.8M Sell
80,835
-4,193
-5% -$195K 0.01% 940
2024
Q2 		$3.9M Sell
85,028
-7,461
-8% -$342K 0.01% 968
2024
Q1 		$4.3M Sell
92,489
-117,792
-56% -$5.49M 0.01% 939
2023
Q4 		$9.89M Buy
210,281
+56,460
+37% +$2.54M 0.02% 615
2023
Q3 		$6.78M Sell
153,821
-1,774
-1% -$80.7K 0.01% 730
2023
Q2 		$7.17M Sell
155,595
-4,217
-3% -$194K 0.01% 705
2023
Q1 		$7.43M Buy
159,812
+21,023
+15% +$969K 0.01% 679
2022
Q4 		$6.33M Sell
138,789
-19,593
-12% -$877K 0.01% 735
2022
Q3 		$6.89M Buy
158,382
+648
+0.4% +$29.6K 0.01% 677
2022
Q2 		$7.2M Sell
157,734
-20,203
-11% -$923K 0.01% 680
2022
Q1 		$8.42M Buy
177,937
+48,957
+38% +$2.41M 0.01% 702
2021
Q4 		$6.61M Buy
128,980
+424
+0.3% +$21.7K 0.01% 784
2021
Q3 		$6.59M Buy
128,556
+5,271
+4% +$274K 0.01% 779
2021
Q2 		$6.39M Buy
123,285
+3,589
+3% +$185K 0.01% 791
2021
Q1 		$6.13M Sell
119,696
-143,436
-55% -$7.41M 0.01% 768
2020
Q4 		$13.7M Buy
263,132
+3,334
+1% +$172K 0.03% 509
2020
Q3 		$13.3M Buy
259,798
+9,671
+4% +$498K 0.03% 472
2020
Q2 		$12.7M Sell
250,127
-115,137
-32% -$5.72M 0.03% 473
2020
Q1 		$17.9M Sell
365,264
-36,720
-9% -$1.84M 0.05% 368
2019
Q4 		$20.2M Buy
+401,984
New +$20.2M 0.04% 410

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial's ITM Position: Q2 2026 in Review

Truist Financial reduced its VanEck Intermediate Muni ETF (ITM) stake by 1.7% in Q2 2026, selling an estimated $55.9K and leaving 68,457 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Truist Financial first reported a position in ITM in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.2M in Q4 2019. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Truist Financial held 68,457 shares of VanEck Intermediate Muni ETF worth $3.22M as of Q2 2026.
  • Truist Financial sold 1,196 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $55.9K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1132 holding.
  • Truist Financial first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's VanEck Intermediate Muni ETF position peaked at $20.2M in Q4 2019.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.