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Union Bancaire Privee’s VanEck Intermediate Muni ETF ITM Stock Holding History

Union Bancaire Privee’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 		$390K Sell
11,000
-11,000
-50% -$515K ﹤0.01% 356
2026
Q1 		$772K Hold
22,000
– – 0.01% 314
2025
Q4 		$770K Buy
+22,000
New +$1.03M 0.01% 330

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

Union Bancaire Privee's ITM Position: Q2 2026 in Review

Union Bancaire Privee reduced its VanEck Intermediate Muni ETF (ITM) stake by 50% in Q2 2026, selling an estimated $515K and leaving 11,000 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Union Bancaire Privee first reported a position in ITM in Q4 2025 and has held it in 3 quarters since. The position peaked at $772K in Q1 2026. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Union Bancaire Privee held 11,000 shares of VanEck Intermediate Muni ETF worth $390K as of Q2 2026.
  • Union Bancaire Privee sold 11,000 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $515K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #356 holding.
  • Union Bancaire Privee first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • Union Bancaire Privee's VanEck Intermediate Muni ETF position peaked at $772K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.