Carmichael Hill & Associates’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Carmichael Hill & Associates’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 Q3	$256K	Buy	10,648 +1,733	+19%	+$41.4K	0.09%	161
2024 Q2	$210K	Sell	8,915 -383	-4%	-$9.02K	0.08%	170
2024 Q1	$221K	Hold	9,298	–	–	0.09%	164
2023 Q4	$221K	Sell	9,298 -350	-4%	-$8.04K	0.09%	159
2023 Q3	$218K	Sell	9,648 -934	-9%	-$21.7K	0.1%	154
2023 Q2	$248K	Hold	10,582	–	–	0.11%	144
2023 Q1	$250K	Sell	10,582 -969	-8%	-$22.8K	0.12%	136
2022 Q4	$267K	Sell	11,551 -18,752	-62%	-$432K	0.14%	129
2022 Q3	$691K	Buy	30,303 +9,856	+48%	+$234K	0.37%	62
2022 Q2	$484K	Buy	+20,447	New	+$485K	0.25%	86

Other funds holding INMU

FAM

Forte Asset Management Bedford, New York $228M AUM 14.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Carmichael Hill & Associates's INMU Position: Q3 2024 in Review

Carmichael Hill & Associates increased its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 19% in Q3 2024, buying an estimated $41.4K and bringing the position to 10,648 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #161.

Carmichael Hill & Associates first reported a position in INMU in Q2 2022 and has held it in 10 quarters since. The position peaked at $691K in Q3 2022. 24 funds tracked by Wall St. Rank hold INMU as of Q3 2024.

Carmichael Hill & Associates held 10,648 shares of BlackRock Intermediate Muni Income Bond ETF worth $256K as of Q3 2024.
Carmichael Hill & Associates bought 1,733 BlackRock Intermediate Muni Income Bond ETF shares in Q3 2024, an estimated $41.4K.
BlackRock Intermediate Muni Income Bond ETF made up 0.09% of Carmichael Hill & Associates's portfolio in Q3 2024, its #161 holding.
Carmichael Hill & Associates first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q2 2022 and has held it in 10 quarters since.
Carmichael Hill & Associates's BlackRock Intermediate Muni Income Bond ETF position peaked at $691K in Q3 2022.
24 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.