XML Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

XML Financial’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	$1.41M	Buy	30,335 +3,830	+14%	+$181K	0.11%	158
2025 Q4	$1.25M	Sell	26,505 -116	-0.4%	-$5.45K	0.1%	160
2025 Q3	$1.24M	Buy	26,621 +138	+0.5%	+$6.32K	0.1%	161
2025 Q2	$1.2M	Sell	26,483 -1,845	-7%	-$83.2K	0.1%	163
2025 Q1	$1.29M	Buy	28,328 +417	+1%	+$19.2K	0.12%	149
2024 Q4	$1.29M	Sell	27,911 -3,259	-10%	-$151K	0.12%	150
2024 Q3	$1.46M	Sell	31,170 -62,000	-67%	-$2.88M	0.14%	142
2024 Q2	$4.27M	Buy	+93,170	New	+$4.28M	0.43%	70

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

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

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

XML Financial's ITM Position: Q1 2026 in Review

XML Financial increased its VanEck Intermediate Muni ETF (ITM) stake by 14% in Q1 2026, buying an estimated $181K and bringing the position to 30,335 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #158.

XML Financial first reported a position in ITM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.27M in Q2 2024. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

XML Financial held 30,335 shares of VanEck Intermediate Muni ETF worth $1.41M as of Q1 2026.
XML Financial bought 3,830 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $181K.
VanEck Intermediate Muni ETF made up 0.11% of XML Financial's portfolio in Q1 2026, its #158 holding.
XML Financial first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 8 quarters since.
XML Financial's VanEck Intermediate Muni ETF position peaked at $4.27M in Q2 2024.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.