BCS Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

BCS 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	$627K	Buy	25,737 +866	+3%	+$21K	0.11%	153
2026 Q1	$599K	Sell	24,871 -23,493	-49%	-$575K	0.12%	141
2025 Q4	$1.18M	Buy	48,364 +25,999	+116%	+$633K	0.12%	146
2025 Q3	$543K	Sell	22,365 -397	-2%	-$9.5K	0.12%	144
2025 Q2	$543K	Sell	22,762 -13,268	-37%	-$315K	0.12%	151
2025 Q1	$864K	Buy	36,030 +908	+3%	+$21.9K	0.22%	91
2024 Q4	$843K	Sell	35,122 -6,599	-16%	-$160K	0.21%	93
2024 Q3	$1.03M	Buy	41,721 +4,144	+11%	+$101K	0.44%	55
2024 Q2	$909K	Buy	37,577 +1,873	+5%	+$45.2K	0.44%	56
2024 Q1	$871K	Sell	35,704 -5,559	-13%	-$136K	0.28%	83
2023 Q4	$1.01M	Sell	41,263 -3,103	-7%	-$74K	0.37%	65
2023 Q3	$1.04M	Sell	44,366 -2,386	-5%	-$57.4K	0.43%	57
2023 Q2	$1.14M	Sell	46,752 -1,941	-4%	-$47.3K	0.83%	32
2023 Q1	$1.2M	Sell	48,693 -3,894	-7%	-$95.2K	0.54%	49
2022 Q4	$1.27M	Sell	52,587 -5,201	-9%	-$124K	0.53%	49
2022 Q3	$1.35M	Buy	+57,788	New	+$1.41M	0.64%	42
2022 Q2	–	Sell	-63,280	Closed	-$1.59M	–	188
2022 Q1	$1.59M	Buy	63,280 +9,969	+19%	+$258K	0.66%	38
2021 Q4	$1.42M	Buy	53,311 +20,380	+62%	+$544K	0.51%	45
2021 Q3	$879K	Buy	32,931 +17,201	+109%	+$463K	0.37%	59
2021 Q2	$423K	Buy	15,730 +1,023	+7%	+$27.5K	0.22%	88
2021 Q1	$392K	Buy	+14,707	New	+$393K	0.19%	99

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

BCS Wealth Management's MMIT Position: Q2 2026 in Review

BCS Wealth Management increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 3.5% in Q2 2026, buying an estimated $21K and bringing the position to 25,737 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #153.

BCS Wealth Management first reported a position in MMIT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.59M in Q1 2022. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

BCS Wealth Management held 25,737 shares of NYLIM MacKay Muni Intermediate ETF worth $627K as of Q2 2026.
BCS Wealth Management bought 866 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $21K.
NYLIM MacKay Muni Intermediate ETF made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #153 holding.
BCS Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2021 and has held it in 21 quarters since.
BCS Wealth Management's NYLIM MacKay Muni Intermediate ETF position peaked at $1.59M in Q1 2022.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.