TS Financial Group (TSFG)’s VanEck Intermediate Muni ETF ITM Stock Holding History

TS Financial Group (TSFG)’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	$15K	Buy	317 +2	+0.6%	+$94	﹤0.01%	548
2026 Q1	$15K	Hold	315	–	–	﹤0.01%	517
2025 Q4	$15K	Hold	315	–	–	﹤0.01%	508
2025 Q3	$15K	Hold	315	–	–	﹤0.01%	521
2025 Q2	$14K	Hold	315	–	–	﹤0.01%	511
2025 Q1	$14K	Hold	315	–	–	﹤0.01%	497
2024 Q4	$15K	Hold	315	–	–	﹤0.01%	441
2024 Q3	$15K	Hold	315	–	–	﹤0.01%	441
2024 Q2	$14K	Hold	315	–	–	﹤0.01%	434
2024 Q1	$15K	Sell	315 -30	-9%	-$1.4K	﹤0.01%	422
2023 Q4	$16K	Hold	345	–	–	0.01%	436
2023 Q3	$15K	Hold	345	–	–	0.01%	453
2023 Q2	$16K	Hold	345	–	–	0.01%	444
2023 Q1	$16K	Hold	345	–	–	0.01%	434
2022 Q4	$16K	Hold	345	–	–	0.01%	440
2022 Q3	$15K	Sell	345 -181	-34%	-$8.27K	0.01%	438
2022 Q2	$24K	Hold	526	–	–	0.01%	382
2022 Q1	$25K	Hold	526	–	–	0.01%	384
2021 Q4	$27K	Hold	526	–	–	0.01%	379
2021 Q3	$27K	Hold	526	–	–	0.01%	389
2021 Q2	$27K	Hold	526	–	–	0.01%	389
2021 Q1	$27K	Hold	526	–	–	0.01%	330
2020 Q4	$27K	Sell	526 -650	-55%	-$33.5K	0.01%	329
2020 Q3	$60K	Hold	1,176	–	–	0.04%	200
2020 Q2	$60K	Sell	1,176 -55	-4%	-$2.73K	0.04%	196
2020 Q1	$60K	Hold	1,231	–	–	0.05%	169
2019 Q4	$62K	Hold	1,231	–	–	0.05%	204
2019 Q3	$62K	Hold	1,231	–	–	0.05%	192
2019 Q2	$61K	Hold	1,231	–	–	0.05%	194
2019 Q1	$60K	Buy	+1,231	New	+$59.1K	0.05%	188

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

TS Financial Group (TSFG)'s ITM Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its VanEck Intermediate Muni ETF (ITM) stake by 0.63% in Q2 2026, buying an estimated $94 and bringing the position to 317 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

TS Financial Group (TSFG) first reported a position in ITM in Q1 2019 and has held it in 30 quarters since. The position peaked at $62K in Q4 2019. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

TS Financial Group (TSFG) held 317 shares of VanEck Intermediate Muni ETF worth $15K as of Q2 2026.
TS Financial Group (TSFG) bought 2 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $94.
VanEck Intermediate Muni ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #548 holding.
TS Financial Group (TSFG) first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s VanEck Intermediate Muni ETF position peaked at $62K in Q4 2019.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.