Winthrop Capital Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Winthrop Capital Management’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	$78K	Hold	1,663	–	–	0.02%	158
2026 Q1	$77K	Hold	1,663	–	–	0.02%	163
2025 Q4	$78K	Hold	1,663	–	–	0.02%	169
2025 Q3	$78K	Hold	1,663	–	–	0.02%	154
2025 Q2	$76K	Hold	1,663	–	–	0.02%	162
2025 Q1	$76K	Hold	1,663	–	–	0.02%	148
2024 Q4	$77K	Hold	1,663	–	–	0.02%	156
2024 Q3	$78K	Hold	1,663	–	–	0.04%	81
2024 Q2	$76K	Sell	1,663 -1,711	-51%	-$78.5K	0.04%	76
2024 Q1	$157K	Hold	3,374	–	–	0.07%	67
2023 Q4	$159K	Buy	+3,374	New	+$152K	0.05%	126

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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 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

Winthrop Capital Management's ITM Position: Q2 2026 in Review

Winthrop Capital Management held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 1,663 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #158.

Winthrop Capital Management first reported a position in ITM in Q4 2023 and has held it in 11 quarters since. The position peaked at $159K in Q4 2023. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Winthrop Capital Management held 1,663 shares of VanEck Intermediate Muni ETF worth $78K as of Q2 2026.
Winthrop Capital Management left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.02% of Winthrop Capital Management's portfolio in Q2 2026, its #158 holding.
Winthrop Capital Management first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's VanEck Intermediate Muni ETF position peaked at $159K in Q4 2023.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.