Dorsey & Whitney Trust’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Dorsey & Whitney Trust’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	–	Sell	-8,548	Closed	-$206K	–	756
2026 Q1	$206K	Hold	8,548	–	–	0.01%	680
2025 Q4	$208K	Hold	8,548	–	–	0.01%	672
2025 Q3	$208K	Buy	+8,548	New	+$205K	0.01%	655

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

Dorsey & Whitney Trust's MMIT Position: Q2 2026 in Review

Dorsey & Whitney Trust sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2026, closing a stake of 8,548 shares — an estimated $206K sold.

Dorsey & Whitney Trust first reported a position in MMIT in Q3 2025 and held it in 3 quarters. The position peaked at $208K in Q4 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Dorsey & Whitney Trust reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q2 2026 after selling out during the quarter.
Dorsey & Whitney Trust sold 8,548 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $206K.
Dorsey & Whitney Trust first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2025 and held it in 3 quarters.
Dorsey & Whitney Trust's NYLIM MacKay Muni Intermediate ETF position peaked at $208K in Q4 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.