Kovitz Investment Group Partners’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Kovitz Investment Group 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
2025 Q4	–	Sell	-31,488	Closed	-$754K	–	866
2025 Q3	$754K	Buy	31,488 +990	+3%	+$23.3K	﹤0.01%	902
2025 Q2	$715K	Hold	30,498	–	–	﹤0.01%	872
2025 Q1	$721K	Hold	30,498	–	–	﹤0.01%	821
2024 Q4	$720K	Sell	30,498 -2,000	-6%	-$47.6K	﹤0.01%	798
2024 Q3	$783K	Sell	32,498 -753	-2%	-$18K	0.01%	683
2024 Q2	$783K	Hold	33,251	–	–	0.01%	590
2024 Q1	$790K	Buy	+33,251	New	+$789K	0.01%	444

Other funds holding INMU

DWM

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

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

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

SWP

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

LFG

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Kovitz Investment Group Partners's INMU Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Intermediate Muni Income Bond ETF (INMU) in Q4 2025, closing a stake of 31,488 shares — an estimated $754K sold.

Kovitz Investment Group Partners first reported a position in INMU in Q1 2024 and held it in 7 quarters. The position peaked at $790K in Q1 2024. 81 funds tracked by Wall St. Rank hold INMU as of Q4 2025.

Kovitz Investment Group Partners reported no remaining BlackRock Intermediate Muni Income Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 31,488 BlackRock Intermediate Muni Income Bond ETF shares in Q4 2025, an estimated $754K.
Kovitz Investment Group Partners first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's BlackRock Intermediate Muni Income Bond ETF position peaked at $790K in Q1 2024.
81 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.