Cypress Point Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Sell	46,947 -15,844	-25%	-$388K	0.24%	47
2025 Q4	$1.53M	Sell	62,791 -67,754	-52%	-$1.65M	0.33%	38
2025 Q3	$3.17M	Sell	130,545 -420	-0.3%	-$10.1K	0.64%	19
2025 Q2	$3.12M	Sell	130,965 -4,189	-3%	-$99.4K	0.76%	18
2025 Q1	$3.24M	Buy	135,154 +2,696	+2%	+$65K	1.03%	17
2024 Q4	$3.18M	Buy	132,458 +3,920	+3%	+$95.2K	0.99%	18
2024 Q3	$3.16M	Buy	128,538 +7,177	+6%	+$175K	1.24%	18
2024 Q2	$2.93M	Buy	121,361 +14,431	+13%	+$348K	1.39%	18
2024 Q1	$2.61M	Buy	106,930 +17,645	+20%	+$431K	1.34%	19
2023 Q4	$2.19M	Sell	89,285 -1,628	-2%	-$38.8K	1.63%	20
2023 Q3	$2.14M	Sell	90,913 -2,249	-2%	-$54.1K	1.88%	15
2023 Q2	$2.27M	Buy	93,162 +615	+0.7%	+$15K	2.42%	10
2023 Q1	$2.28M	Buy	92,547 +14,735	+19%	+$360K	3.21%	9
2022 Q4	$1.88M	Buy	+77,812	New	+$1.85M	2.94%	10