UBS AM
ITM icon

UBS AM’s VanEck Intermediate Muni ETF ITM Stock Holding History

UBS AM’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 		$23K Sell
489
-11,703
-96% -$547K ﹤0.01% 3100
2026
Q1 		$566K Buy
12,192
+5,069
+71% +$240K ﹤0.01% 2521
2025
Q4 		$336K Buy
+7,123
New +$335K ﹤0.01% 2397
2019
Q4 		– Sell
-113,858
Closed -$5.73M – 2685
2019
Q3 		$5.73M Buy
113,858
+12,647
+12% +$637K ﹤0.01% 1154
2019
Q2 		$5.04M Buy
101,211
+37,328
+58% +$1.84M ﹤0.01% 1205
2019
Q1 		$3.12M Buy
63,883
+12,980
+25% +$623K ﹤0.01% 1329
2018
Q4 		$2.42M Sell
50,903
-19,597
-28% -$913K ﹤0.01% 1358
2018
Q3 		$3.29M Sell
70,500
-745
-1% -$35K ﹤0.01% 1297
2018
Q2 		$3.36M Sell
71,245
-3,676
-5% -$173K ﹤0.01% 1295
2018
Q1 		$3.53M Buy
74,921
+30,813
+70% +$1.45M ﹤0.01% 1255
2017
Q4 		$2.12M Buy
44,108
+37,282
+546% +$1.79M ﹤0.01% 1414
2017
Q3 		$328K Buy
6,826
+1,580
+30% +$76.2K ﹤0.01% 2056
2017
Q2 		$251K Buy
5,246
+180
+4% +$8.58K ﹤0.01% 2110
2017
Q1 		$237K Buy
5,066
+1,980
+64% +$92.4K ﹤0.01% 2104
2016
Q4 		$143K Buy
+3,086
New +$146K ﹤0.01% 2201

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

UBS AM's ITM Position: Q2 2026 in Review

UBS AM reduced its VanEck Intermediate Muni ETF (ITM) stake by 96% in Q2 2026, selling an estimated $547K and leaving 489 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

UBS AM first reported a position in ITM in Q4 2016 and has held it in 15 quarters since. The position peaked at $5.73M in Q3 2019. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • UBS AM held 489 shares of VanEck Intermediate Muni ETF worth $23K as of Q2 2026.
  • UBS AM sold 11,703 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $547K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3100 holding.
  • UBS AM first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's VanEck Intermediate Muni ETF position peaked at $5.73M in Q3 2019.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.