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Palo Alto Wealth Advisors’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Palo Alto Wealth 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
2025
Q3 		$211K Sell
8,725
-147
-2% -$3.46K 0.06% 63
2025
Q2 		$208K Buy
8,872
+28
+0.3% +$653 0.08% 54
2025
Q1 		$207K Buy
8,844
+103
+1% +$2.44K 0.08% 51
2024
Q4 		$206K Buy
8,741
+76
+0.9% +$1.81K 0.07% 51
2024
Q3 		$207K Buy
+8,665
New +$207K 0.09% 49

Other funds holding INMU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Palo Alto Wealth Advisors's INMU Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 1.7% in Q3 2025, selling an estimated $3.46K and leaving 8,725 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #63.

Palo Alto Wealth Advisors first reported a position in INMU in Q3 2024 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold INMU as of Q3 2025.

  • Palo Alto Wealth Advisors held 8,725 shares of BlackRock Intermediate Muni Income Bond ETF worth $211K as of Q3 2025.
  • Palo Alto Wealth Advisors sold 147 BlackRock Intermediate Muni Income Bond ETF shares in Q3 2025, an estimated $3.46K.
  • BlackRock Intermediate Muni Income Bond ETF made up 0.06% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #63 holding.
  • Palo Alto Wealth Advisors first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.