Capital Advisors Ltd’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Capital Advisors Ltd’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
2026 Q2	–	Sell	-4,302	Closed	-$103K	–	1467
2026 Q1	$103K	Hold	4,302	–	–	0.01%	375
2025 Q4	$103K	Hold	4,302	–	–	0.01%	366
2025 Q3	$103K	Hold	4,302	–	–	0.01%	361
2025 Q2	$101K	Hold	4,302	–	–	0.01%	348
2025 Q1	$102K	Sell	4,302 -3,370	-44%	-$79.9K	0.01%	337
2024 Q4	$181K	Hold	7,672	–	–	0.02%	278
2024 Q3	$185K	Sell	7,672 -4,188	-35%	-$100K	0.02%	277
2024 Q2	$279K	Hold	11,860	–	–	0.04%	222
2024 Q1	$282K	Hold	11,860	–	–	0.04%	230
2023 Q4	$282K	Hold	11,860	–	–	0.04%	218
2023 Q3	$268K	Hold	11,860	–	–	0.04%	214
2023 Q2	$278K	Hold	11,860	–	–	0.04%	217
2023 Q1	$280K	Hold	11,860	–	–	0.05%	193
2022 Q4	$274K	Buy	+11,860	New	+$273K	0.05%	192

Other funds holding INMU

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return