Evergreen Wealth Partners’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Evergreen Wealth Partners’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	$505K	Sell	20,804 -5,777	-22%	-$139K	0.3%	49
2026 Q1	$636K	Buy	26,581 +673	+3%	+$16.3K	0.49%	36
2025 Q4	$623K	Buy	+25,908	New	+$623K	0.52%	33

Other funds holding INMU

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Evergreen Wealth Partners's INMU Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 22% in Q2 2026, selling an estimated $139K and leaving 20,804 shares worth $505K. The position accounts for 0.3% of the portfolio, ranked #49.

Evergreen Wealth Partners first reported a position in INMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $636K in Q1 2026. 125 funds tracked by Wall St. Rank hold INMU as of Q2 2026.

Evergreen Wealth Partners held 20,804 shares of BlackRock Intermediate Muni Income Bond ETF worth $505K as of Q2 2026.
Evergreen Wealth Partners sold 5,777 BlackRock Intermediate Muni Income Bond ETF shares in Q2 2026, an estimated $139K.
BlackRock Intermediate Muni Income Bond ETF made up 0.3% of Evergreen Wealth Partners's portfolio in Q2 2026, its #49 holding.
Evergreen Wealth Partners first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q4 2025 and has held it in 3 quarters since.
Evergreen Wealth Partners's BlackRock Intermediate Muni Income Bond ETF position peaked at $636K in Q1 2026.
125 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.