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Watershed Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Watershed Private Wealth’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
-12,911
Closed -$588K – 108
2025
Q1 		$588K Buy
+12,911
New +$594K 0.23% 59
2024
Q3 		– Sell
-5,528
Closed -$253K – 118
2024
Q2 		$253K Hold
5,528
– – 0.11% 98
2024
Q1 		$257K Hold
5,528
– – 0.11% 103
2023
Q4 		$260K Hold
5,528
– – 0.14% 93
2023
Q3 		$244K Buy
+5,528
New +$251K 0.15% 89

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Watershed Private Wealth's ITM Position: Q2 2025 in Review

Watershed Private Wealth sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 12,911 shares — an estimated $588K sold.

Watershed Private Wealth first reported a position in ITM in Q3 2023 and held it in 5 quarters. The position peaked at $588K in Q1 2025. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Watershed Private Wealth reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Watershed Private Wealth sold 12,911 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $588K.
  • Watershed Private Wealth first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and held it in 5 quarters.
  • Watershed Private Wealth's VanEck Intermediate Muni ETF position peaked at $588K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Watershed Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.