M Wealth Management LLC’s NYLIM MacKay Muni Short Duration ETF MMSD Stock Holding History

M Wealth Management LLC’s Portfolio MMSD Stock Details MMSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.4M	Buy	56,443 +7,940	+16%	+$200K	1.08%	18
2026 Q2	$1.23M	Buy	48,503 +7,653	+19%	+$194K	0.97%	19
2026 Q1	$1.03M	Sell	40,850 -3,250	-7%	-$82.9K	0.87%	21
2025 Q4	$1.12M	Buy	44,100 +11,100	+34%	+$282K	0.97%	19
2025 Q3	$842K	Buy	+33,000	New	+$838K	0.74%	22

Other funds holding MMSD

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

M Wealth Management LLC's MMSD Position: Q3 2026 in Review

M Wealth Management LLC increased its NYLIM MacKay Muni Short Duration ETF (MMSD) stake by 16% in Q3 2026, buying an estimated $200K and bringing the position to 56,443 shares worth $1.4M. The position accounts for 1.08% of the portfolio, ranked #18.

M Wealth Management LLC first reported a position in MMSD in Q3 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold MMSD as of Q3 2026.

M Wealth Management LLC held 56,443 shares of NYLIM MacKay Muni Short Duration ETF worth $1.4M as of Q3 2026.
M Wealth Management LLC bought 7,940 NYLIM MacKay Muni Short Duration ETF shares in Q3 2026, an estimated $200K.
NYLIM MacKay Muni Short Duration ETF made up 1.08% of M Wealth Management LLC's portfolio in Q3 2026, its #18 holding.
M Wealth Management LLC first reported a position in NYLIM MacKay Muni Short Duration ETF in Q3 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held NYLIM MacKay Muni Short Duration ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.