Bank of Montreal
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Bank of Montreal’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Bank of Montreal’s Portfolio INMU Stock Details INMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,255
Closed -$292K – 4052
2024
Q1 		$292K Sell
12,255
-11,333
-48% -$269K ﹤0.01% 2797
2023
Q4 		$561K Buy
+23,588
New +$542K ﹤0.01% 2420
2023
Q3 		– Sell
-4,405
Closed -$103K – 4020
2023
Q2 		$103K Sell
4,405
-22,742
-84% -$534K ﹤0.01% 3441
2023
Q1 		$641K Buy
+27,147
New +$638K ﹤0.01% 2326

Other funds holding INMU

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Bank of Montreal's INMU Position: Q2 2024 in Review

Bank of Montreal sold out of BlackRock Intermediate Muni Income Bond ETF (INMU) in Q2 2024, closing a stake of 12,255 shares — an estimated $292K sold.

Bank of Montreal first reported a position in INMU in Q1 2023 and held it in 4 quarters. The position peaked at $641K in Q1 2023. 19 funds tracked by Wall St. Rank hold INMU as of Q2 2024.

  • Bank of Montreal reported no remaining BlackRock Intermediate Muni Income Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,255 BlackRock Intermediate Muni Income Bond ETF shares in Q2 2024, an estimated $292K.
  • Bank of Montreal first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q1 2023 and held it in 4 quarters.
  • Bank of Montreal's BlackRock Intermediate Muni Income Bond ETF position peaked at $641K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.