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 Q2	$46.7M	Buy	993,572 +49,425	+5%	+$2.31M	2.6%	9
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 $1.55T 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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Willis Johnson & Associates's ITM Position: Q2 2026 in Review

Willis Johnson & Associates increased its VanEck Intermediate Muni ETF (ITM) stake by 5.2% in Q2 2026, buying an estimated $2.31M and bringing the position to 993,572 shares worth $46.7M. The position accounts for 2.6% of the portfolio, ranked #9.

Willis Johnson & Associates first reported a position in ITM in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Willis Johnson & Associates held 993,572 shares of VanEck Intermediate Muni ETF worth $46.7M as of Q2 2026.
Willis Johnson & Associates bought 49,425 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $2.31M.
VanEck Intermediate Muni ETF made up 2.6% of Willis Johnson & Associates's portfolio in Q2 2026, its #9 holding.
Willis Johnson & Associates first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.