Clean Yield Group
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Clean Yield Group’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Clean Yield Group’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 		$262K Hold
10,529
– – 0.06% 131
2026
Q2 		$278K Hold
10,529
– – 0.07% 127
2026
Q1 		$275K Buy
+10,529
New +$279K 0.08% 120

Other funds holding BKMI

Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Radnor Capital Management
Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Center for Financial Planning
Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return

Clean Yield Group's BKMI Position: Q3 2026 in Review

Clean Yield Group held its BNY Mellon Municipal Intermediate ETF (BKMI) position steady in Q3 2026 at 10,529 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #131.

Clean Yield Group first reported a position in BKMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $278K in Q2 2026. 11 funds tracked by Wall St. Rank hold BKMI as of Q3 2026.

  • Clean Yield Group held 10,529 shares of BNY Mellon Municipal Intermediate ETF worth $262K as of Q3 2026.
  • Clean Yield Group left its BNY Mellon Municipal Intermediate ETF share count unchanged in Q3 2026.
  • BNY Mellon Municipal Intermediate ETF made up 0.06% of Clean Yield Group's portfolio in Q3 2026, its #131 holding.
  • Clean Yield Group first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and has held it in 3 quarters since.
  • Clean Yield Group's BNY Mellon Municipal Intermediate ETF position peaked at $278K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.