FIT
MMD

Financially in Tune’s NYLIM MacKay DefinedTerm Muni 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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 7.64% 1-Year Est. Return
NA
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 NYLIM MacKay DefinedTerm Muni 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 NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $155K as of Q1 2026.
  • Financially in Tune left its NYLIM MacKay DefinedTerm Muni Opportunities Fund share count unchanged in Q1 2026.
  • NYLIM MacKay DefinedTerm Muni 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 NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $155K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2026.

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