Willis Johnson & Associates’s VanEck Intermediate Muni ETF ITM Stock Holding History

Willis Johnson & Associates’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 Q1	$43.8M	Buy	944,147 +160,501	+20%	+$7.59M	2.55%	9
2025 Q4	$37M	Buy	783,646 +57,981	+8%	+$2.72M	2.28%	8
2025 Q3	$33.8M	Buy	725,665 +99,324	+16%	+$4.55M	2.09%	11
2025 Q2	$28.5M	Buy	626,341 +103,261	+20%	+$4.66M	1.93%	13
2025 Q1	$23.8M	Buy	523,080 +28,194	+6%	+$1.3M	1.8%	14
2024 Q4	$22.8M	Buy	494,886 +8,053	+2%	+$373K	1.75%	14
2024 Q3	$22.9M	Buy	486,833 +27,310	+6%	+$1.27M	1.74%	13
2024 Q2	$21.1M	Buy	459,523 +17,052	+4%	+$783K	1.73%	12
2024 Q1	$20.6M	Buy	442,471 +29,903	+7%	+$1.39M	1.79%	12
2023 Q4	$19.4M	Buy	+412,568	New	+$18.6M	1.77%	12

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willis Johnson & Associates's ITM Position: Q1 2026 in Review

Willis Johnson & Associates increased its VanEck Intermediate Muni ETF (ITM) stake by 20% in Q1 2026, buying an estimated $7.59M and bringing the position to 944,147 shares worth $43.8M. The position accounts for 2.55% of the portfolio, ranked #9.

Willis Johnson & Associates first reported a position in ITM in Q4 2023 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Willis Johnson & Associates held 944,147 shares of VanEck Intermediate Muni ETF worth $43.8M as of Q1 2026.
Willis Johnson & Associates bought 160,501 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $7.59M.
VanEck Intermediate Muni ETF made up 2.55% of Willis Johnson & Associates's portfolio in Q1 2026, its #9 holding.
Willis Johnson & Associates first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.