AssetMark Inc
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AssetMark Inc’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

AssetMark Inc’s Portfolio BKMI Stock Details BKMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,205
Closed -$58.3K – 3944
2026
Q2 		$58.3K Buy
+2,205
New +$58K ﹤0.01% 1782

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Creative Planning
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Washington Trust Advisors
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Clean Yield Group
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Armis Advisers
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CLA (CliftonLarsonAllen) Wealth Advisors
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AssetMark Inc's BKMI Position: Q3 2026 in Review

AssetMark Inc sold out of BNY Mellon Municipal Intermediate ETF (BKMI) in Q3 2026, closing a stake of 2,205 shares — an estimated $58.3K sold.

AssetMark Inc first reported a position in BKMI in Q2 2026 and held it in 1 quarter. The position peaked at $58.3K in Q2 2026. 16 funds tracked by Wall St. Rank hold BKMI as of Q3 2026.

  • AssetMark Inc reported no remaining BNY Mellon Municipal Intermediate ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 2,205 BNY Mellon Municipal Intermediate ETF shares in Q3 2026, an estimated $58.3K.
  • AssetMark Inc first reported a position in BNY Mellon Municipal Intermediate ETF in Q2 2026 and held it in 1 quarter.
  • AssetMark Inc's BNY Mellon Municipal Intermediate ETF position peaked at $58.3K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.