Landmark Wealth Management (New York)’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Landmark Wealth Management (New York)’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	$2.16M	Buy	89,649 +25,436	+40%	+$623K	0.58%	39
2025 Q4	$1.56M	Buy	64,213 +3,032	+5%	+$73.8K	0.6%	38
2025 Q3	$1.49M	Buy	61,181 +1,396	+2%	+$33.4K	0.59%	40
2025 Q2	$1.43M	Sell	59,785 -24,521	-29%	-$582K	0.61%	40
2025 Q1	$2.02M	Buy	84,306 +15,390	+22%	+$371K	0.89%	33
2024 Q4	$1.66M	Buy	68,916 +2,665	+4%	+$64.7K	0.73%	35
2024 Q3	$1.63M	Sell	66,251 -1,820	-3%	-$44.4K	0.71%	34
2024 Q2	$1.65M	Sell	68,071 -1,754	-3%	-$42.3K	1.28%	22
2024 Q1	$1.7M	Buy	69,825 +5,392	+8%	+$132K	0.79%	33
2023 Q4	$1.58M	Buy	64,433 +10,163	+19%	+$242K	0.78%	34
2023 Q3	$1.27M	Sell	54,270 -7,122	-12%	-$171K	0.72%	35
2023 Q2	$1.5M	Buy	61,392 +3,654	+6%	+$89.1K	1.33%	20
2023 Q1	$1.42M	Buy	57,738 +3,043	+6%	+$74.4K	0.79%	32
2022 Q4	$1.32M	Buy	54,695 +6,733	+14%	+$160K	0.95%	30
2022 Q3	$1.12M	Buy	47,962 +2,867	+6%	+$69.8K	0.85%	33
2022 Q2	$1.09M	Sell	45,095 -66,821	-60%	-$1.63M	1.4%	18
2022 Q1	$1.46M	Buy	111,916 +77,621	+226%	+$2.01M	0.77%	33
2021 Q4	$1K	Buy	+34,295	New	+$916K	0.58%	32

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 $377B 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 $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Landmark Wealth Management (New York)'s MMIT Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 40% in Q1 2026, buying an estimated $623K and bringing the position to 89,649 shares worth $2.16M. The position accounts for 0.58% of the portfolio, ranked #39.

Landmark Wealth Management (New York) first reported a position in MMIT in Q4 2021 and has held it in 18 quarters since. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Landmark Wealth Management (New York) held 89,649 shares of IQ MacKay Municipal Intermediate ETF worth $2.16M as of Q1 2026.
Landmark Wealth Management (New York) bought 25,436 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $623K.
IQ MacKay Municipal Intermediate ETF made up 0.58% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #39 holding.
Landmark Wealth Management (New York) first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2021 and has held it in 18 quarters since.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.