Householder Group Estate & Retirement Specialist’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-750	Closed	-$18K	–	936
2024 Q3	$18K	Hold	750	–	–	0.01%	717
2024 Q2	$18K	Hold	750	–	–	0.01%	697
2024 Q1	$18.3K	Hold	750	–	–	0.01%	693
2023 Q4	$18K	Hold	750	–	–	0.01%	661
2023 Q3	$17.6K	Buy	+750	New	+$18.1K	0.01%	667
2023 Q1	$18K	Buy	+750	New	+$18.3K	0.01%	659
2022 Q4	–	Sell	-750	Closed	-$17K	–	803
2022 Q3	$17K	Buy	+750	New	+$18.3K	0.01%	612

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MMIT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q4 2024, closing a stake of 750 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in MMIT in Q3 2022 and held it in 7 quarters. The position peaked at $18.3K in Q1 2024. 110 funds tracked by Wall St. Rank hold MMIT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 750 NYLIM MacKay Muni Intermediate ETF shares in Q4 2024, an estimated $18K.
Householder Group Estate & Retirement Specialist first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's NYLIM MacKay Muni Intermediate ETF position peaked at $18.3K in Q1 2024.
110 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.