Clear Creek Financial Management’s NYLIM MacKay Muni 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Clear Creek Financial Management sold out of NYLIM MacKay Muni 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 NYLIM MacKay Muni Intermediate ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 14,468 NYLIM MacKay Muni Intermediate ETF shares in Q3 2025, an estimated $345K.
Clear Creek Financial Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and held it in 2 quarters.
Clear Creek Financial Management's NYLIM MacKay Muni Intermediate ETF position peaked at $347K in Q1 2025.
128 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2025.

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