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Caliber Wealth Management (Kansas)’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q4 		– Sell
-16,694
Closed -$406K – 264
2025
Q3 		$406K Hold
16,694
– – 0.05% 187
2025
Q2 		$398K Hold
16,694
– – 0.04% 203
2025
Q1 		$400K Buy
+16,694
New +$403K 0.05% 175

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MMIT Position: Q4 2025 in Review

Caliber Wealth Management (Kansas) sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q4 2025, closing a stake of 16,694 shares — an estimated $406K sold.

Caliber Wealth Management (Kansas) first reported a position in MMIT in Q1 2025 and held it in 3 quarters. The position peaked at $406K in Q3 2025. 153 funds tracked by Wall St. Rank hold MMIT as of Q4 2025.

  • Caliber Wealth Management (Kansas) reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q4 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 16,694 NYLIM MacKay Muni Intermediate ETF shares in Q4 2025, an estimated $406K.
  • Caliber Wealth Management (Kansas) first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and held it in 3 quarters.
  • Caliber Wealth Management (Kansas)'s NYLIM MacKay Muni Intermediate ETF position peaked at $406K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q4 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q4 2025, filed 28 Jan 2026.