MWML
MMSD

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
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

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M Wealth Management LLC's MMSD Position: Q2 2026 in Review

M Wealth Management LLC increased its NYLIM MacKay Muni Short Duration ETF (MMSD) stake by 19% in Q2 2026, buying an estimated $194K and bringing the position to 48,503 shares worth $1.23M. The position accounts for 0.97% of the portfolio, ranked #19.

M Wealth Management LLC first reported a position in MMSD in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold MMSD as of Q2 2026.

  • M Wealth Management LLC held 48,503 shares of NYLIM MacKay Muni Short Duration ETF worth $1.23M as of Q2 2026.
  • M Wealth Management LLC bought 7,653 NYLIM MacKay Muni Short Duration ETF shares in Q2 2026, an estimated $194K.
  • NYLIM MacKay Muni Short Duration ETF made up 0.97% of M Wealth Management LLC's portfolio in Q2 2026, its #19 holding.
  • M Wealth Management LLC first reported a position in NYLIM MacKay Muni Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held NYLIM MacKay Muni Short Duration ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.