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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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