Valley Wealth Managers’s VanEck Intermediate Muni ETF ITM Stock Holding History

Valley Wealth Managers’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
2025 Q2	–	Sell	-21	Closed	-$956	–	339
2025 Q1	$956	Sell	21 -31	-60%	-$1.43K	﹤0.01%	336
2024 Q4	$2.4K	Hold	52	–	–	﹤0.01%	340
2024 Q3	$2.44K	Hold	52	–	–	﹤0.01%	343
2024 Q2	$2.38K	Sell	52 -275	-84%	-$12.6K	﹤0.01%	334
2024 Q1	$15.2K	Hold	327	–	–	﹤0.01%	252
2023 Q4	$15.4K	Hold	327	–	–	﹤0.01%	262
2023 Q3	$14.4K	Hold	327	–	–	﹤0.01%	276
2023 Q2	$15.1K	Hold	327	–	–	﹤0.01%	259
2023 Q1	$15.2K	Hold	327	–	–	﹤0.01%	265
2022 Q4	$14.9K	Hold	327	–	–	﹤0.01%	282
2022 Q3	$14K	Sell	327 -1,150	-78%	-$52.6K	﹤0.01%	308
2022 Q2	$68K	Buy	+1,477	New	+$67.5K	0.01%	231

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley Wealth Managers's ITM Position: Q2 2025 in Review

Valley Wealth Managers sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 21 shares — an estimated $956 sold.

Valley Wealth Managers first reported a position in ITM in Q2 2022 and held it in 12 quarters. The position peaked at $68K in Q2 2022. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Valley Wealth Managers reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 21 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $956.
Valley Wealth Managers first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and held it in 12 quarters.
Valley Wealth Managers's VanEck Intermediate Muni ETF position peaked at $68K in Q2 2022.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.