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MBE Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

MBE Wealth Management’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
2024
Q4 		– Sell
-16,057
Closed -$395K – 105
2024
Q3 		$395K Hold
16,057
– – 0.22% 62
2024
Q2 		$388K Sell
16,057
-110
-0.7% -$2.65K 0.24% 59
2024
Q1 		$394K Buy
16,167
+222
+1% +$5.43K 0.24% 58
2023
Q4 		$392K Sell
15,945
-313
-2% -$7.47K 0.2% 58
2023
Q3 		$382K Buy
16,258
+632
+4% +$15.2K 0.22% 52
2023
Q2 		$381K Buy
15,626
+24
+0.2% +$585 0.2% 53
2023
Q1 		$384K Buy
15,602
+76
+0.5% +$1.86K 0.23% 48
2022
Q4 		$375K Buy
+15,526
New +$370K 0.24% 44

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

MBE Wealth Management's MMIT Position: Q4 2024 in Review

MBE Wealth Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q4 2024, closing a stake of 16,057 shares — an estimated $395K sold.

MBE Wealth Management first reported a position in MMIT in Q4 2022 and held it in 8 quarters. The position peaked at $395K in Q3 2024. 110 funds tracked by Wall St. Rank hold MMIT as of Q4 2024.

  • MBE Wealth Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q4 2024 after selling out during the quarter.
  • MBE Wealth Management sold 16,057 IQ MacKay Municipal Intermediate ETF shares in Q4 2024, an estimated $395K.
  • MBE Wealth Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and held it in 8 quarters.
  • MBE Wealth Management's IQ MacKay Municipal Intermediate ETF position peaked at $395K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q4 2024.

Based on MBE Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.