JIC
MMIT icon

Joel Isaacson & Co’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Joel Isaacson & Co’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
2022
Q4 		– Sell
-10,019
Closed -$234K – 329
2022
Q3 		$234K Buy
+10,019
New +$244K 0.02% 267

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Joel Isaacson & Co's MMIT Position: Q4 2022 in Review

Joel Isaacson & Co sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q4 2022, closing a stake of 10,019 shares — an estimated $234K sold.

Joel Isaacson & Co first reported a position in MMIT in Q3 2022 and held it in 1 quarter. The position peaked at $234K in Q3 2022. 70 funds tracked by Wall St. Rank hold MMIT as of Q4 2022.

  • Joel Isaacson & Co reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q4 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 10,019 IQ MacKay Municipal Intermediate ETF shares in Q4 2022, an estimated $234K.
  • Joel Isaacson & Co first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2022 and held it in 1 quarter.
  • Joel Isaacson & Co's IQ MacKay Municipal Intermediate ETF position peaked at $234K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q4 2022.

Based on Joel Isaacson & Co's 13F filing for Q4 2022, filed 27 Jan 2023.