MWML
MMSD

M Wealth Management LLC’s NYLI 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
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

NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

M Wealth Management LLC's MMSD Position: Q1 2026 in Review

M Wealth Management LLC reduced its NYLI MacKay Muni Short Duration ETF (MMSD) stake by 7.4% in Q1 2026, selling an estimated $82.9K and leaving 40,850 shares worth $1.03M. The position accounts for 0.87% of the portfolio, ranked #21.

M Wealth Management LLC first reported a position in MMSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 7 funds tracked by Wall St. Rank hold MMSD as of Q1 2026.

  • M Wealth Management LLC held 40,850 shares of NYLI MacKay Muni Short Duration ETF worth $1.03M as of Q1 2026.
  • M Wealth Management LLC sold 3,250 NYLI MacKay Muni Short Duration ETF shares in Q1 2026, an estimated $82.9K.
  • NYLI MacKay Muni Short Duration ETF made up 0.87% of M Wealth Management LLC's portfolio in Q1 2026, its #21 holding.
  • M Wealth Management LLC first reported a position in NYLI MacKay Muni Short Duration ETF in Q3 2025 and has held it in 3 quarters since.
  • M Wealth Management LLC's NYLI MacKay Muni Short Duration ETF position peaked at $1.12M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held NYLI MacKay Muni Short Duration ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.