Golden State Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Golden State Wealth Management’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	$1.92M	Sell	78,964 -893	-1%	-$21.7K	0.18%	119
2026 Q1	$1.92M	Buy	79,857 +649	+0.8%	+$15.9K	0.21%	97
2025 Q4	$1.93M	Buy	79,208 +1,045	+1%	+$25.4K	0.2%	96
2025 Q3	$1.9M	Sell	78,163 -2,232	-3%	-$53.4K	0.21%	92
2025 Q2	$1.92M	Sell	80,395 -893	-1%	-$21.2K	0.23%	81
2025 Q1	$1.95M	Sell	81,288 -15,209	-16%	-$367K	0.29%	71
2024 Q4	$2.32M	Buy	+96,497	New	+$2.34M	0.35%	63

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

Golden State Wealth Management's MMIT Position: Q2 2026 in Review

Golden State Wealth Management reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 1.1% in Q2 2026, selling an estimated $21.7K and leaving 78,964 shares worth $1.92M. The position accounts for 0.18% of the portfolio, ranked #119.

Golden State Wealth Management first reported a position in MMIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2024. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Golden State Wealth Management held 78,964 shares of IQ MacKay Municipal Intermediate ETF worth $1.92M as of Q2 2026.
Golden State Wealth Management sold 893 IQ MacKay Municipal Intermediate ETF shares in Q2 2026, an estimated $21.7K.
IQ MacKay Municipal Intermediate ETF made up 0.18% of Golden State Wealth Management's portfolio in Q2 2026, its #119 holding.
Golden State Wealth Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's IQ MacKay Municipal Intermediate ETF position peaked at $2.32M in Q4 2024.
171 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.