Forte Asset Management’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Forte Asset Management’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 Q1	$4.06M	Buy	170,000 +20,000	+13%	+$485K	1.78%	21
2025 Q4	$3.61M	Hold	150,000	–	–	1.64%	24
2025 Q3	$3.59M	Hold	150,000	–	–	1.73%	22
2025 Q2	$3.52M	Hold	150,000	–	–	1.79%	22
2025 Q1	$3.55M	Hold	150,000	–	–	1.79%	22
2024 Q4	$3.54M	Buy	150,000 +25,000	+20%	+$595K	1.88%	22
2024 Q3	$3.01M	Buy	+125,000	New	+$2.98M	1.61%	23

Other funds holding INMU

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Forte Asset Management's INMU Position: Q1 2026 in Review

Forte Asset Management increased its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 13% in Q1 2026, buying an estimated $485K and bringing the position to 170,000 shares worth $4.06M. The position accounts for 1.78% of the portfolio, ranked #21.

Forte Asset Management first reported a position in INMU in Q3 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold INMU as of Q1 2026.

Forte Asset Management held 170,000 shares of BlackRock Intermediate Muni Income Bond ETF worth $4.06M as of Q1 2026.
Forte Asset Management bought 20,000 BlackRock Intermediate Muni Income Bond ETF shares in Q1 2026, an estimated $485K.
BlackRock Intermediate Muni Income Bond ETF made up 1.78% of Forte Asset Management's portfolio in Q1 2026, its #21 holding.
Forte Asset Management first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q3 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.