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IWP
IAG Wealth Partners’s
IQ MacKay Municipal Intermediate ETF
MMIT
Stock Holding History
IAG Wealth 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
$45.9M
Buy
1,905,068
+66,876
+4%
+$1.64M
5.13%
3
2025
Q4
$44.7M
Buy
1,838,192
+164,912
+10%
+$4.01M
5.18%
3
2025
Q3
$40.7M
Buy
1,673,280
+674,186
+67%
+$16.1M
4.88%
4
2025
Q2
$23.8M
Sell
999,094
-88,453
-8%
-$2.1M
3.15%
9
2025
Q1
$26.1M
Sell
1,087,547
-23,134
-2%
-$558K
4.05%
6
2024
Q4
$26.7M
Buy
1,110,681
+50,796
+5%
+$1.23M
4.7%
5
2024
Q3
$26.1M
Buy
1,059,885
+34,819
+3%
+$849K
4.82%
5
2024
Q2
$24.8M
Buy
1,025,066
+33,744
+3%
+$815K
4.98%
5
2024
Q1
$24.2M
Buy
991,322
+61,489
+7%
+$1.5M
5.19%
5
2023
Q4
$22.8M
Sell
929,833
-164,048
-15%
-$3.91M
5.21%
5
2023
Q3
$25.7M
Buy
1,093,881
+159,532
+17%
+$3.84M
7.17%
3
2023
Q2
$22.8M
Buy
934,349
+184,187
+25%
+$4.49M
6.02%
5
2023
Q1
$18.4M
Buy
750,162
+140,599
+23%
+$3.44M
5.12%
8
2022
Q4
$14.7M
Buy
609,563
+95,909
+19%
+$2.28M
4.33%
8
2022
Q3
$12M
Buy
513,654
+167,691
+48%
+$4.08M
3.99%
8
2022
Q2
$8.4M
Buy
345,963
+25,310
+8%
+$618K
2.75%
10
2022
Q1
$8.05M
Buy
320,653
+20,717
+7%
+$536K
2.53%
11
2021
Q4
$8M
Buy
+299,936
New
+$8.01M
2.56%
11
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
$376B 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
$564B AUM
30.12%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
MT
Midwest Trust
Overland Park, Kansas
$8.02B AUM
23.54%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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