Concurrent Investment Advisors
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Concurrent Investment Advisors’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Concurrent Investment 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
2026
Q3 		$258K Hold
11,260
– – ﹤0.01% 1983
2026
Q2 		$273K Buy
+11,260
New +$271K ﹤0.01% 1747

Other funds holding INMU

RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Concurrent Investment Advisors's INMU Position: Q3 2026 in Review

Concurrent Investment Advisors held its BlackRock Intermediate Muni Income Bond ETF (INMU) position steady in Q3 2026 at 11,260 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Concurrent Investment Advisors first reported a position in INMU in Q2 2026 and has held it in 2 quarters since. The position peaked at $273K in Q2 2026. 29 funds tracked by Wall St. Rank hold INMU as of Q3 2026.

  • Concurrent Investment Advisors held 11,260 shares of BlackRock Intermediate Muni Income Bond ETF worth $258K as of Q3 2026.
  • Concurrent Investment Advisors left its BlackRock Intermediate Muni Income Bond ETF share count unchanged in Q3 2026.
  • BlackRock Intermediate Muni Income Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1983 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's BlackRock Intermediate Muni Income Bond ETF position peaked at $273K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.