Cypress Point Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Cypress Point Wealth 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
2026 Q2	$1.14M	Sell	46,732 -215	-0.5%	-$5.22K	0.23%	52
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

Other funds holding MMIT

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

Cypress Point Wealth Management's MMIT Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 0.46% in Q2 2026, selling an estimated $5.22K and leaving 46,732 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #52.

Cypress Point Wealth Management first reported a position in MMIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.24M in Q1 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Cypress Point Wealth Management held 46,732 shares of NYLIM MacKay Muni Intermediate ETF worth $1.14M as of Q2 2026.
Cypress Point Wealth Management sold 215 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $5.22K.
NYLIM MacKay Muni Intermediate ETF made up 0.23% of Cypress Point Wealth Management's portfolio in Q2 2026, its #52 holding.
Cypress Point Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and has held it in 15 quarters since.
Cypress Point Wealth Management's NYLIM MacKay Muni Intermediate ETF position peaked at $3.24M in Q1 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.