AssetMark Inc
MMIT icon

AssetMark Inc’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

AssetMark Inc’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
2026
Q1 		$106K Sell
4,377
-504
-10% -$12.3K ﹤0.01% 1524
2025
Q4 		$119K Sell
4,881
-55
-1% -$1.34K ﹤0.01% 1441
2025
Q3 		$120K Buy
4,936
+751
+18% +$18K ﹤0.01% 1386
2025
Q2 		$99.8K Buy
4,185
+1,882
+82% +$44.7K ﹤0.01% 1364
2025
Q1 		$55.2K Buy
2,303
+154
+7% +$3.71K ﹤0.01% 1421
2024
Q4 		$51.6K Buy
2,149
+156
+8% +$3.79K ﹤0.01% 1417
2024
Q3 		$49K Buy
1,993
+74
+4% +$1.8K ﹤0.01% 1292
2024
Q2 		$46.4K Sell
1,919
-98
-5% -$2.37K ﹤0.01% 1246
2024
Q1 		$49.2K Buy
2,017
+120
+6% +$2.93K ﹤0.01% 1169
2023
Q4 		$46.6K Buy
1,897
+10
+0.5% +$239 ﹤0.01% 1176
2023
Q3 		$44.3K Sell
1,887
-81
-4% -$1.95K ﹤0.01% 1117
2023
Q2 		$47.9K Buy
1,968
+193
+11% +$4.71K ﹤0.01% 1088
2023
Q1 		$43.6K Buy
1,775
+740
+71% +$18.1K ﹤0.01% 1064
2022
Q4 		$25K Buy
+1,035
New +$24.6K ﹤0.01% 1170

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

AssetMark Inc's MMIT Position: Q1 2026 in Review

AssetMark Inc reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 10% in Q1 2026, selling an estimated $12.3K and leaving 4,377 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

AssetMark Inc first reported a position in MMIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $120K in Q3 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

  • AssetMark Inc held 4,377 shares of IQ MacKay Municipal Intermediate ETF worth $106K as of Q1 2026.
  • AssetMark Inc sold 504 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $12.3K.
  • IQ MacKay Municipal Intermediate ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1524 holding.
  • AssetMark Inc first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and has held it in 14 quarters since.
  • AssetMark Inc's IQ MacKay Municipal Intermediate ETF position peaked at $120K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.