Legacy Financial Strategies’s IQ MacKay Municipal 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 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

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

Legacy Financial Strategies's MMIT Position: Q1 2026 in Review

Legacy Financial Strategies increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 5.7% in Q1 2026, buying an estimated $136K and bringing the position to 103,010 shares worth $2.48M. The position accounts for 0.45% of the portfolio, ranked #36.

Legacy Financial Strategies first reported a position in MMIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.57M in Q4 2023. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Legacy Financial Strategies held 103,010 shares of IQ MacKay Municipal Intermediate ETF worth $2.48M as of Q1 2026.
Legacy Financial Strategies bought 5,558 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $136K.
IQ MacKay Municipal Intermediate ETF made up 0.45% of Legacy Financial Strategies's portfolio in Q1 2026, its #36 holding.
Legacy Financial Strategies first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Strategies's IQ MacKay Municipal Intermediate ETF position peaked at $2.57M in Q4 2023.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Legacy Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.