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Brio Consultants’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Brio Consultants’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 		$277K Hold
11,383
– – 0.03% 129
2026
Q1 		$276K Buy
11,383
+3
+0% +$73 0.03% 125
2025
Q4 		$277K Sell
11,380
-1,117
-9% -$27.2K 0.04% 124
2025
Q3 		$304K Buy
+12,497
New +$299K 0.04% 110

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

Brio Consultants's MMIT Position: Q2 2026 in Review

Brio Consultants held its NYLIM MacKay Muni Intermediate ETF (MMIT) position steady in Q2 2026 at 11,383 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #129.

Brio Consultants first reported a position in MMIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $304K in Q3 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

  • Brio Consultants held 11,383 shares of NYLIM MacKay Muni Intermediate ETF worth $277K as of Q2 2026.
  • Brio Consultants left its NYLIM MacKay Muni Intermediate ETF share count unchanged in Q2 2026.
  • NYLIM MacKay Muni Intermediate ETF made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #129 holding.
  • Brio Consultants first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2025 and has held it in 4 quarters since.
  • Brio Consultants's NYLIM MacKay Muni Intermediate ETF position peaked at $304K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.