Bartlett & Co’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Bartlett & Co’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
2023 Q4	$250K	Buy	+10,145	New	+$242K	﹤0.01%	441

Other funds holding MMIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Bartlett & Co's MMIT Position: Q4 2023 in Review

Bartlett & Co opened a new position in IQ MacKay Municipal Intermediate ETF (MMIT) in Q4 2023: 10,145 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

94 funds tracked by Wall St. Rank hold MMIT as of Q4 2023.

Bartlett & Co held 10,145 shares of IQ MacKay Municipal Intermediate ETF worth $250K as of Q4 2023.
IQ MacKay Municipal Intermediate ETF was a new Bartlett & Co position in Q4 2023.
IQ MacKay Municipal Intermediate ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #441 holding.
94 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.