PlanVest Financial’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

PlanVest Financial’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	$166K	Buy	+6,855	New	+$165K	0.11%	113

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 22.96% 1-Year Est. Return

PlanVest Financial's INMU Position: Q2 2026 in Review

PlanVest Financial opened a new position in BlackRock Intermediate Muni Income Bond ETF (INMU) in Q2 2026: 6,855 shares worth $166K. The stake represents 0.11% of the portfolio and ranks #113 among its holdings.

123 funds tracked by Wall St. Rank hold INMU as of Q2 2026.

PlanVest Financial held 6,855 shares of BlackRock Intermediate Muni Income Bond ETF worth $166K as of Q2 2026.
BlackRock Intermediate Muni Income Bond ETF was a new PlanVest Financial position in Q2 2026.
BlackRock Intermediate Muni Income Bond ETF made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #113 holding.
123 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.