BWM
BCS Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
22,762
-13,268
| -37% | -$317K | 0.12% | 151 |
|
|
2025
Q1 | $864K | Buy |
36,030
+908
| +3% | +$21.8K | 0.22% | 91 |
|
|
2024
Q4 | $843K | Sell |
35,122
-6,599
| -16% | -$158K | 0.21% | 93 |
|
|
2024
Q3 | $1.03M | Buy |
41,721
+4,144
| +11% | +$102K | 0.44% | 55 |
|
|
2024
Q2 | $909K | Buy |
37,577
+1,873
| +5% | +$45.3K | 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% | -$76.2K | 0.37% | 65 |
|
|
2023
Q3 | $1.04M | Sell |
44,366
-2,386
| -5% | -$56.1K | 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% | -$95.7K | 0.54% | 49 |
|
|
2022
Q4 | $1.27M | Sell |
52,587
-5,201
| -9% | -$126K | 0.53% | 49 |
|
|
2022
Q3 | $1.35M | Buy |
+57,788
| New | +$1.35M | 0.64% | 42 |
|
|
2022
Q2 | – | Sell |
-63,280
| Closed | -$1.59M | – | 188 |
|
|
2022
Q1 | $1.59M | Buy |
63,280
+9,969
| +19% | +$250K | 0.66% | 38 |
|
|
2021
Q4 | $1.42M | Buy |
53,311
+20,380
| +62% | +$543K | 0.51% | 45 |
|
|
2021
Q3 | $879K | Buy |
32,931
+17,201
| +109% | +$459K | 0.37% | 59 |
|
|
2021
Q2 | $423K | Buy |
15,730
+1,023
| +7% | +$27.5K | 0.22% | 88 |
|
|
2021
Q1 | $392K | Buy |
+14,707
| New | +$392K | 0.19% | 99 |
|