UMB Private Wealth Management, LLC’s NYLIM MacKay Muni Short Duration ETF MMSD Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio MMSD Stock Details MMSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$230K	Buy	+9,306	New	+$234K	0.22%	78

Other funds holding MMSD

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UMB Private Wealth Management, LLC's MMSD Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in NYLIM MacKay Muni Short Duration ETF (MMSD) in Q3 2026: 9,306 shares worth $230K. The stake represents 0.22% of the portfolio and ranks #78 among its holdings.

4 funds tracked by Wall St. Rank hold MMSD as of Q3 2026.

UMB Private Wealth Management, LLC held 9,306 shares of NYLIM MacKay Muni Short Duration ETF worth $230K as of Q3 2026.
NYLIM MacKay Muni Short Duration ETF was a new UMB Private Wealth Management, LLC position in Q3 2026.
NYLIM MacKay Muni Short Duration ETF made up 0.22% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #78 holding.
4 funds tracked by Wall St. Rank held NYLIM MacKay Muni Short Duration ETF as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.