Clear Creek Financial Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Clear Creek Financial Management’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 Q3	–	Sell	-14,468	Closed	-$345K	–	580
2025 Q2	$345K	Hold	14,468	–	–	0.03%	415
2025 Q1	$347K	Buy	+14,468	New	+$349K	0.04%	372

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

SDWMA

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

MAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

IWP

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

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

Clear Creek Financial Management's MMIT Position: Q3 2025 in Review

Clear Creek Financial Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2025, closing a stake of 14,468 shares — an estimated $345K sold.

Clear Creek Financial Management first reported a position in MMIT in Q1 2025 and held it in 2 quarters. The position peaked at $347K in Q1 2025. 128 funds tracked by Wall St. Rank hold MMIT as of Q3 2025.

Clear Creek Financial Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 14,468 IQ MacKay Municipal Intermediate ETF shares in Q3 2025, an estimated $345K.
Clear Creek Financial Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q1 2025 and held it in 2 quarters.
Clear Creek Financial Management's IQ MacKay Municipal Intermediate ETF position peaked at $347K in Q1 2025.
128 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.