BWM
BCS Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
50,695
-30,203
| -37% | -$704K | 0.25% | 82 |
|
|
2025
Q1 | $1.91M | Sell |
80,898
-8,626
| -10% | -$204K | 0.49% | 50 |
|
|
2024
Q4 | $2.13M | Sell |
89,524
-13,601
| -13% | -$324K | 0.53% | 48 |
|
|
2024
Q3 | $2.54M | Buy |
103,125
+303
| +0.3% | +$7.45K | 1.08% | 27 |
|
|
2024
Q2 | $2.47M | Sell |
102,822
-3,249
| -3% | -$78K | 1.2% | 22 |
|
|
2024
Q1 | $2.58M | Sell |
106,071
-6,452
| -6% | -$157K | 0.83% | 28 |
|
|
2023
Q4 | $2.76M | Sell |
112,523
-6,675
| -6% | -$164K | 1.02% | 19 |
|
|
2023
Q3 | $2.72M | Sell |
119,198
-84
| -0.1% | -$1.92K | 1.13% | 18 |
|
|
2023
Q2 | $2.89M | Sell |
119,282
-2,841
| -2% | -$68.8K | 2.11% | 12 |
|
|
2023
Q1 | $2.98M | Sell |
122,123
-16,131
| -12% | -$394K | 1.35% | 16 |
|
|
2022
Q4 | $3.28M | Buy |
138,254
+1,529
| +1% | +$36.3K | 1.37% | 17 |
|
|
2022
Q3 | $3.14M | Sell |
136,725
-22,637
| -14% | -$520K | 1.48% | 17 |
|
|
2022
Q2 | $3.87M | Buy |
159,362
+2,975
| +2% | +$72.2K | 1.72% | 13 |
|
|
2022
Q1 | $4M | Buy |
156,387
+8,224
| +6% | +$210K | 1.66% | 15 |
|
|
2021
Q4 | $4.08M | Buy |
148,163
+32,137
| +28% | +$884K | 1.46% | 16 |
|
|
2021
Q3 | $3.18M | Buy |
116,026
+14,079
| +14% | +$386K | 1.35% | 19 |
|
|
2021
Q2 | $2.82M | Buy |
101,947
+7,660
| +8% | +$212K | 1.5% | 15 |
|
|
2021
Q1 | $2.57M | Buy |
94,287
+20,379
| +28% | +$556K | 1.22% | 20 |
|
|
2020
Q4 | $2.04M | Buy |
73,908
+5,970
| +9% | +$165K | 1.06% | 22 |
|
|
2020
Q3 | $1.85M | Buy |
67,938
+35,971
| +113% | +$978K | 1.04% | 22 |
|
|
2020
Q2 | $864K | Buy |
31,967
+15,716
| +97% | +$425K | 0.52% | 44 |
|
|
2020
Q1 | $432K | Buy |
+16,251
| New | +$432K | 0.3% | 64 |
|