Anderson Financial Strategies’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Anderson Financial Strategies’s Portfolio MMIT Stock Details MMIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-425	Closed	-$10.2K	–	143
2025 Q1	$10.2K	Buy	+425	New	+$10.3K	0.01%	160

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Anderson Financial Strategies's MMIT Position: Q2 2025 in Review

Anderson Financial Strategies sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2025, closing a stake of 425 shares — an estimated $10.2K sold.

Anderson Financial Strategies first reported a position in MMIT in Q1 2025 and held it in 1 quarter. The position peaked at $10.2K in Q1 2025. 122 funds tracked by Wall St. Rank hold MMIT as of Q2 2025.

Anderson Financial Strategies reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 425 NYLIM MacKay Muni Intermediate ETF shares in Q2 2025, an estimated $10.2K.
Anderson Financial Strategies first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and held it in 1 quarter.
Anderson Financial Strategies's NYLIM MacKay Muni Intermediate ETF position peaked at $10.2K in Q1 2025.
122 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.