WPW
BKMI

Waldron Private Wealth’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Waldron Private Wealth’s Portfolio BKMI Stock Details BKMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Hold
8,769
– – 0.01% 322
2026
Q1 		$229K Buy
+8,769
New +$233K 0.01% 316

Other funds holding BKMI

TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Waldron Private Wealth's BKMI Position: Q2 2026 in Review

Waldron Private Wealth held its BNY Mellon Municipal Intermediate ETF (BKMI) position steady in Q2 2026 at 8,769 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #322.

Waldron Private Wealth first reported a position in BKMI in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

  • Waldron Private Wealth held 8,769 shares of BNY Mellon Municipal Intermediate ETF worth $232K as of Q2 2026.
  • Waldron Private Wealth left its BNY Mellon Municipal Intermediate ETF share count unchanged in Q2 2026.
  • BNY Mellon Municipal Intermediate ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #322 holding.
  • Waldron Private Wealth first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.