Golden State Equity Partners’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Golden State Equity Partners’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 Q1	$409K	Buy	+16,972	New	+$415K	0.03%	503
2025 Q4	–	Sell	-18,442	Closed	-$448K	–	513
2025 Q3	$448K	Sell	18,442 -19	-0.1%	-$455	0.08%	281
2025 Q2	$440K	Buy	18,461 +1,338	+8%	+$31.8K	0.08%	268
2025 Q1	$410K	Sell	17,123 -290	-2%	-$7K	0.08%	281
2024 Q4	$418K	Sell	17,413 -113	-0.6%	-$2.74K	0.08%	266
2024 Q3	$431K	Sell	17,526 -311	-2%	-$7.59K	0.23%	108
2024 Q2	$431K	Buy	+17,837	New	+$431K	0.09%	247
2023 Q4	$370K	Sell	15,064 -2,014	-12%	-$48.1K	0.09%	236
2023 Q3	$401K	Buy	+17,078	New	+$411K	0.11%	198

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Golden State Equity Partners's MMIT Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2026: 16,972 shares worth $409K. The stake represents 0.03% of the portfolio and ranks #503 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in MMIT as recently as Q3 2025.

Golden State Equity Partners first reported a position in MMIT in Q3 2023 and has held it in 9 quarters since. The position peaked at $448K in Q3 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Golden State Equity Partners held 16,972 shares of IQ MacKay Municipal Intermediate ETF worth $409K as of Q1 2026.
IQ MacKay Municipal Intermediate ETF was a new Golden State Equity Partners position in Q1 2026.
IQ MacKay Municipal Intermediate ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #503 holding.
Golden State Equity Partners first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2023 and has held it in 9 quarters since.
Golden State Equity Partners's IQ MacKay Municipal Intermediate ETF position peaked at $448K in Q3 2025.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.