WA
ITM icon

WBH Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History

WBH Advisory’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 		$678K Buy
14,418
+823
+6% +$38.5K 0.05% 218
2026
Q1 		$631K Hold
13,595
– – 0.05% 207
2025
Q4 		$641K Hold
13,595
– – 0.05% 212
2025
Q3 		$634K Buy
13,595
+373
+3% +$17.1K 0.05% 210
2025
Q2 		$601K Buy
+13,222
New +$596K 0.05% 207

Other funds holding ITM

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 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WBH Advisory's ITM Position: Q2 2026 in Review

WBH Advisory increased its VanEck Intermediate Muni ETF (ITM) stake by 6.1% in Q2 2026, buying an estimated $38.5K and bringing the position to 14,418 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #218.

WBH Advisory first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • WBH Advisory held 14,418 shares of VanEck Intermediate Muni ETF worth $678K as of Q2 2026.
  • WBH Advisory bought 823 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $38.5K.
  • VanEck Intermediate Muni ETF made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #218 holding.
  • WBH Advisory first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.