Telemus Capital’s BlackRock Intermediate Muni Income Bond ETF INMU Stock Holding History

Telemus Capital’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
2023 Q4	$790K	Sell	33,251 -8,703	-21%	-$200K	0.07%	183
2023 Q3	$947K	Sell	41,954 -9,916	-19%	-$230K	0.09%	158
2023 Q2	$1.22M	Buy	51,870 +2,255	+5%	+$52.9K	0.1%	149
2023 Q1	$1.17M	Sell	49,615 -58,795	-54%	-$1.38M	0.1%	158
2022 Q4	$2.54M	Buy	108,410 +92,074	+564%	+$2.12M	0.23%	96
2022 Q3	$372K	Sell	16,336 -422	-3%	-$10K	0.04%	233
2022 Q2	$397K	Buy	+16,758	New	+$397K	0.04%	252

Other funds holding INMU

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return

Telemus Capital's INMU Position: Q4 2023 in Review

Telemus Capital reduced its BlackRock Intermediate Muni Income Bond ETF (INMU) stake by 21% in Q4 2023, selling an estimated $200K and leaving 33,251 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #183.

Telemus Capital first reported a position in INMU in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.54M in Q4 2022. 19 funds tracked by Wall St. Rank hold INMU as of Q4 2023.

Telemus Capital held 33,251 shares of BlackRock Intermediate Muni Income Bond ETF worth $790K as of Q4 2023.
Telemus Capital sold 8,703 BlackRock Intermediate Muni Income Bond ETF shares in Q4 2023, an estimated $200K.
BlackRock Intermediate Muni Income Bond ETF made up 0.07% of Telemus Capital's portfolio in Q4 2023, its #183 holding.
Telemus Capital first reported a position in BlackRock Intermediate Muni Income Bond ETF in Q2 2022 and has held it in 7 quarters since.
Telemus Capital's BlackRock Intermediate Muni Income Bond ETF position peaked at $2.54M in Q4 2022.
19 funds tracked by Wall St. Rank held BlackRock Intermediate Muni Income Bond ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.