AssetMark Inc
MMIT icon

AssetMark Inc’s NYLIM MacKay Muni 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
Q3 		$60K Sell
2,623
-1,750
-40% -$41.7K ﹤0.01% 1807
2026
Q2 		$106K Sell
4,373
-4
-0.1% -$97 ﹤0.01% 1610
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 		$100K 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

Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Smith & Howard Wealth Management
Smith & Howard Wealth Management Atlanta, Georgia $523M AUM 7.93% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

AssetMark Inc's MMIT Position: Q3 2026 in Review

AssetMark Inc reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 40% in Q3 2026, selling an estimated $41.7K and leaving 2,623 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

AssetMark Inc first reported a position in MMIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $120K in Q3 2025. 96 funds tracked by Wall St. Rank hold MMIT as of Q3 2026.

  • AssetMark Inc held 2,623 shares of NYLIM MacKay Muni Intermediate ETF worth $60K as of Q3 2026.
  • AssetMark Inc sold 1,750 NYLIM MacKay Muni Intermediate ETF shares in Q3 2026, an estimated $41.7K.
  • NYLIM MacKay Muni Intermediate ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1807 holding.
  • AssetMark Inc first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and has held it in 16 quarters since.
  • AssetMark Inc's NYLIM MacKay Muni Intermediate ETF position peaked at $120K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.