Collective Family Office’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Collective Family Office’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 Q2	$1.02M	Buy	+38,689	New	+$1.02M	0.21%	78

Other funds holding BKMI

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Collective Family Office's BKMI Position: Q2 2026 in Review

Collective Family Office opened a new position in BNY Mellon Municipal Intermediate ETF (BKMI) in Q2 2026: 38,689 shares worth $1.02M. The stake represents 0.21% of the portfolio and ranks #78 among its holdings.

64 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

Collective Family Office held 38,689 shares of BNY Mellon Municipal Intermediate ETF worth $1.02M as of Q2 2026.
BNY Mellon Municipal Intermediate ETF was a new Collective Family Office position in Q2 2026.
BNY Mellon Municipal Intermediate ETF made up 0.21% of Collective Family Office's portfolio in Q2 2026, its #78 holding.
64 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.