Claro Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Claro Advisors’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 Q1	$217K	Hold	9,000	–	–	0.03%	465
2025 Q4	$219K	Hold	9,000	–	–	0.03%	387
2025 Q3	$219K	Buy	+9,000	New	+$215K	0.03%	371
2024 Q1	–	Sell	-45,335	Closed	-$1.11M	–	428
2023 Q4	$1.11M	Sell	45,335 -1,620	-3%	-$38.7K	0.24%	90
2023 Q3	$1.1M	Buy	46,955 +2,377	+5%	+$57.2K	0.28%	82
2023 Q2	$1.09M	Buy	44,578 +359	+0.8%	+$8.76K	0.27%	85
2023 Q1	$1.09M	Buy	+44,219	New	+$1.08M	0.32%	73
2022 Q4	–	Sell	-43,704	Closed	-$1.06M	–	343
2022 Q3	$1.06M	Hold	43,704	–	–	0.42%	54
2022 Q2	$1.06M	Sell	43,704 -9,528	-18%	-$233K	0.42%	54
2022 Q1	$1.42M	Hold	53,232	–	–	0.51%	41
2021 Q4	$1.42M	Buy	53,232 +142	+0.3%	+$3.79K	0.51%	41
2021 Q3	$1.42M	Buy	+53,090	New	+$1.43M	0.6%	36

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Claro Advisors's MMIT Position: Q1 2026 in Review

Claro Advisors held its IQ MacKay Municipal Intermediate ETF (MMIT) position steady in Q1 2026 at 9,000 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #465.

Claro Advisors first reported a position in MMIT in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q1 2022. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Claro Advisors held 9,000 shares of IQ MacKay Municipal Intermediate ETF worth $217K as of Q1 2026.
Claro Advisors left its IQ MacKay Municipal Intermediate ETF share count unchanged in Q1 2026.
IQ MacKay Municipal Intermediate ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #465 holding.
Claro Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2021 and has held it in 12 quarters since.
Claro Advisors's IQ MacKay Municipal Intermediate ETF position peaked at $1.42M in Q1 2022.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.