Bartlett & Co Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Bartlett & Co Wealth Management’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 Q2	$98.4K	Sell	4,035 -1,025	-20%	-$24.9K	﹤0.01%	630
2026 Q1	$123K	Hold	5,060	–	–	﹤0.01%	531
2025 Q4	$123K	Hold	5,060	–	–	﹤0.01%	521
2025 Q3	$123K	Hold	5,060	–	–	﹤0.01%	519
2025 Q2	$121K	Sell	5,060 -1,330	-21%	-$31.6K	﹤0.01%	514
2025 Q1	$153K	Sell	6,390 -275	-4%	-$6.63K	﹤0.01%	479
2024 Q4	$160K	Sell	6,665 -2,365	-26%	-$57.4K	﹤0.01%	475
2024 Q3	$222K	Sell	9,030 -1,115	-11%	-$27.2K	﹤0.01%	426
2024 Q2	$245K	Hold	10,145	–	–	﹤0.01%	418
2024 Q1	$247K	Hold	10,145	–	–	﹤0.01%	432
2023 Q4	$250K	Buy	+10,145	New	+$242K	﹤0.01%	442

Other funds holding MMIT

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

Bartlett & Co Wealth Management's MMIT Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 20% in Q2 2026, selling an estimated $24.9K and leaving 4,035 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Bartlett & Co Wealth Management first reported a position in MMIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $250K in Q4 2023. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Bartlett & Co Wealth Management held 4,035 shares of NYLIM MacKay Muni Intermediate ETF worth $98.4K as of Q2 2026.
Bartlett & Co Wealth Management sold 1,025 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $24.9K.
NYLIM MacKay Muni Intermediate ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #630 holding.
Bartlett & Co Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2023 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's NYLIM MacKay Muni Intermediate ETF position peaked at $250K in Q4 2023.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.