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Bernardo Wealth Planning’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Bernardo Wealth Planning’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 		$3.77M Sell
154,889
-3,571
-2% -$86.8K 0.64% 28
2026
Q1 		$3.82M Buy
158,460
+8,362
+6% +$205K 0.75% 26
2025
Q4 		$3.65M Buy
150,098
+6,909
+5% +$168K 0.7% 27
2025
Q3 		$3.48M Sell
143,189
-1,639
-1% -$39.2K 0.68% 28
2025
Q2 		$3.45M Sell
144,828
-19,072
-12% -$453K 0.75% 27
2025
Q1 		$3.93M Sell
163,900
-5,995
-4% -$145K 0.94% 25
2024
Q4 		$4.06M Sell
169,895
-25,454
-13% -$618K 0.97% 25
2024
Q3 		$4.77M Sell
195,349
-7,234
-4% -$176K 1.16% 23
2024
Q2 		$4.9M Buy
202,583
+16,742
+9% +$404K 1.32% 21
2024
Q1 		$4.53M Buy
185,841
+5,596
+3% +$137K 1.26% 21
2023
Q4 		$4.43M Buy
180,245
+86,408
+92% +$2.06M 1.4% 19
2023
Q3 		$2.21M Buy
93,837
+22,236
+31% +$535K 0.87% 24
2023
Q2 		$1.74M Buy
71,601
+9,577
+15% +$234K 0.69% 29
2023
Q1 		$1.53M Buy
62,024
+8
+0% +$196 0.65% 30
2022
Q4 		$1.5M Buy
+62,016
New +$1.48M 0.7% 27

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bernardo Wealth Planning's MMIT Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 2.3% in Q2 2026, selling an estimated $86.8K and leaving 154,889 shares worth $3.77M. The position accounts for 0.64% of the portfolio, ranked #28.

Bernardo Wealth Planning first reported a position in MMIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.9M in Q2 2024. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

  • Bernardo Wealth Planning held 154,889 shares of IQ MacKay Municipal Intermediate ETF worth $3.77M as of Q2 2026.
  • Bernardo Wealth Planning sold 3,571 IQ MacKay Municipal Intermediate ETF shares in Q2 2026, an estimated $86.8K.
  • IQ MacKay Municipal Intermediate ETF made up 0.64% of Bernardo Wealth Planning's portfolio in Q2 2026, its #28 holding.
  • Bernardo Wealth Planning first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and has held it in 15 quarters since.
  • Bernardo Wealth Planning's IQ MacKay Municipal Intermediate ETF position peaked at $4.9M in Q2 2024.
  • 171 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.