Legacy Financial Strategies’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Legacy Financial Strategies’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 Q2	$2.5M	Sell	102,794 -216	-0.2%	-$5.25K	0.39%	38
2026 Q1	$2.48M	Buy	103,010 +5,558	+6%	+$136K	0.45%	36
2025 Q4	$2.37M	Sell	97,452 -1,006	-1%	-$24.5K	0.42%	42
2025 Q3	$2.39M	Buy	98,458 +20,644	+27%	+$494K	0.43%	41
2025 Q2	$1.86M	Buy	77,814 +1,110	+1%	+$26.3K	0.36%	42
2025 Q1	$1.84M	Buy	76,704 +2,080	+3%	+$50.2K	0.4%	43
2024 Q4	$1.8M	Sell	74,624 -3,034	-4%	-$73.7K	0.39%	42
2024 Q3	$1.91M	Sell	77,658 -22,041	-22%	-$538K	0.42%	42
2024 Q2	$2.41M	Sell	99,699 -3,513	-3%	-$84.8K	0.58%	38
2024 Q1	$2.52M	Sell	103,212 -1,455	-1%	-$35.6K	0.65%	39
2023 Q4	$2.57M	Buy	104,667 +82,180	+365%	+$1.96M	0.73%	31
2023 Q3	$532K	Sell	22,487 -1,413	-6%	-$34K	0.17%	51
2023 Q2	$582K	Buy	23,900 +15,341	+179%	+$374K	0.19%	48
2023 Q1	$210K	Buy	8,559 +55	+0.6%	+$1.34K	0.08%	70
2022 Q4	$205K	Buy	+8,504	New	+$202K	0.08%	69

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

IWP

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

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

Legacy Financial Strategies's MMIT Position: Q2 2026 in Review

Legacy Financial Strategies reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 0.21% in Q2 2026, selling an estimated $5.25K and leaving 102,794 shares worth $2.5M. The position accounts for 0.39% of the portfolio, ranked #38.

Legacy Financial Strategies first reported a position in MMIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q4 2023. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Legacy Financial Strategies held 102,794 shares of NYLIM MacKay Muni Intermediate ETF worth $2.5M as of Q2 2026.
Legacy Financial Strategies sold 216 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $5.25K.
NYLIM MacKay Muni Intermediate ETF made up 0.39% of Legacy Financial Strategies's portfolio in Q2 2026, its #38 holding.
Legacy Financial Strategies first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and has held it in 15 quarters since.
Legacy Financial Strategies's NYLIM MacKay Muni Intermediate ETF position peaked at $2.57M in Q4 2023.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.