Bartlett & Co Wealth Management’s IQ MacKay Municipal 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 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

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bartlett & Co Wealth Management's MMIT Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its IQ MacKay Municipal Intermediate ETF (MMIT) position steady in Q1 2026 at 5,060 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Bartlett & Co Wealth Management first reported a position in MMIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $250K in Q4 2023. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Bartlett & Co Wealth Management held 5,060 shares of IQ MacKay Municipal Intermediate ETF worth $123K as of Q1 2026.
Bartlett & Co Wealth Management left its IQ MacKay Municipal Intermediate ETF share count unchanged in Q1 2026.
IQ MacKay Municipal Intermediate ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #531 holding.
Bartlett & Co Wealth Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2023 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's IQ MacKay Municipal Intermediate ETF position peaked at $250K in Q4 2023.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.