Kennebec Savings Bank’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Kennebec Savings Bank’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	–	Sell	-44,053	Closed	-$1.07M	–	253
2025 Q4	$1.07M	Buy	44,053 +36,545	+487%	+$890K	0.93%	32
2025 Q3	$182K	Sell	7,508 -2,531	-25%	-$60.6K	0.17%	90
2025 Q2	$239K	Hold	10,039	–	–	0.23%	89
2025 Q1	$241K	Sell	10,039 -41,495	-81%	-$1M	0.25%	88
2024 Q4	$1.23M	Buy	51,534 +50,947	+8,679%	+$1.24M	1.24%	20
2024 Q3	$14.4K	Buy	+587	New	+$14.3K	0.01%	214

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

IWP

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

Kennebec Savings Bank's MMIT Position: Q1 2026 in Review

Kennebec Savings Bank sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q1 2026, closing a stake of 44,053 shares — an estimated $1.07M sold.

Kennebec Savings Bank first reported a position in MMIT in Q3 2024 and held it in 6 quarters. The position peaked at $1.23M in Q4 2024. 160 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Kennebec Savings Bank reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q1 2026 after selling out during the quarter.
Kennebec Savings Bank sold 44,053 NYLIM MacKay Muni Intermediate ETF shares in Q1 2026, an estimated $1.07M.
Kennebec Savings Bank first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2024 and held it in 6 quarters.
Kennebec Savings Bank's NYLIM MacKay Muni Intermediate ETF position peaked at $1.23M in Q4 2024.
160 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2026.

Based on Kennebec Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.