Beacon Pointe Advisors’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Beacon Pointe Advisors’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
2023 Q4	–	Sell	-12,116	Closed	-$273K	–	1355
2023 Q3	$273K	Sell	12,116 -11,121	-48%	-$258K	﹤0.01%	1111
2023 Q2	$545K	Sell	23,237 -300	-1%	-$7.04K	0.01%	689
2023 Q1	$555K	Sell	23,537 -500	-2%	-$11.7K	0.01%	734
2022 Q4	$556K	Hold	24,037	–	–	0.01%	652
2022 Q3	$547K	Sell	24,037 -52,533	-69%	-$1.25M	0.01%	608
2022 Q2	$1.81M	Buy	+76,570	New	+$1.82M	0.04%	345

Other funds holding INMU

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Beacon Pointe Advisors's INMU Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of BlackRock Intermediate Muni Income Bond ETF (INMU) in Q4 2023, closing a stake of 12,116 shares — an estimated $273K sold.

Beacon Pointe Advisors first reported a position in INMU in Q2 2022 and held it in 6 quarters. The position peaked at $1.81M in Q2 2022. 19 funds tracked by Wall St. Rank hold INMU as of Q4 2023.

Beacon Pointe Advisors reported no remaining BlackRock Intermediate Muni Income Bond ETF position as of Q4 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 12,116 BlackRock Intermediate Muni Income Bond ETF shares in Q4 2023, an estimated $273K.
Beacon Pointe Advisors first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q2 2022 and held it in 6 quarters.
Beacon Pointe Advisors's BlackRock Intermediate Muni Income Bond ETF position peaked at $1.81M in Q2 2022.
19 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.