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Farther Finance Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Farther Finance Advisors’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-500
Closed -$7.75K – 6270
2026
Q2 		$7.75K Hold
500
– – ﹤0.01% 4578
2026
Q1 		$7.45K Hold
500
– – ﹤0.01% 4296
2025
Q4 		$7.43K Hold
500
– – ﹤0.01% 4100
2025
Q3 		$7.57K Hold
500
– – ﹤0.01% 3568
2025
Q2 		$7.39K Hold
500
– – ﹤0.01% 3218
2025
Q1 		$7.58K Sell
500
-1,375
-73% -$21K ﹤0.01% 2865
2024
Q4 		$28K Hold
1,875
– – ﹤0.01% 1936
2024
Q3 		$31.6K Hold
1,875
– – ﹤0.01% 1876
2024
Q2 		$30.7K Hold
1,875
– – ﹤0.01% 1609
2024
Q1 		$30.4K Hold
1,875
– – ﹤0.01% 1362
2023
Q4 		$30.5K Hold
1,875
– – ﹤0.01% 1199
2023
Q3 		$29.9K Buy
+1,875
New +$31.2K ﹤0.01% 969

Other funds holding MMD

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's MMD Position: Q3 2026 in Review

Farther Finance Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2026, closing a stake of 500 shares — an estimated $7.75K sold.

Farther Finance Advisors first reported a position in MMD in Q3 2023 and held it in 12 quarters. The position peaked at $31.6K in Q3 2024. 5 funds tracked by Wall St. Rank hold MMD as of Q3 2026.

  • Farther Finance Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 500 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2026, an estimated $7.75K.
  • Farther Finance Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2023 and held it in 12 quarters.
  • Farther Finance Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $31.6K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.