Financially in Tune’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Financially in Tune’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 Q1	$155K	Hold	10,415	–	–	0.13%	75
2025 Q4	$155K	Buy	+10,415	New	+$156K	0.14%	70

Other funds holding MMD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Financially in Tune's MMD Position: Q1 2026 in Review

Financially in Tune held its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) position steady in Q1 2026 at 10,415 shares worth $155K. The position accounts for 0.13% of the portfolio, ranked #75.

Financially in Tune first reported a position in MMD in Q4 2025 and has held it in 2 quarters since. The position peaked at $155K in Q4 2025. 70 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Financially in Tune held 10,415 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $155K as of Q1 2026.
Financially in Tune left its MainStay MacKay DefinedTerm Municipal Opportunities Fund share count unchanged in Q1 2026.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.13% of Financially in Tune's portfolio in Q1 2026, its #75 holding.
Financially in Tune first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
Financially in Tune's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $155K in Q4 2025.
70 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.