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McAdam LLC’s VanEck Long Muni ETF MLN Stock Holding History

McAdam LLC’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Sell
61,878
-1,808
-3% -$31.7K 0.05% 153
2025
Q4 		$1.12M Buy
63,686
+309
+0.5% +$5.44K 0.05% 144
2025
Q3 		$1.11M Buy
63,377
+1,986
+3% +$33.6K 0.05% 135
2025
Q2 		$1.04M Sell
61,391
-6,450
-10% -$109K 0.06% 135
2025
Q1 		$1.18M Sell
67,841
-6,477
-9% -$115K 0.07% 119
2024
Q4 		$1.33M Sell
74,318
-279
-0.4% -$5.02K 0.07% 116
2024
Q3 		$1.37M Sell
74,597
-455
-0.6% -$8.24K 0.08% 111
2024
Q2 		$1.34M Sell
75,052
-24,956
-25% -$444K 0.08% 102
2024
Q1 		$1.8M Sell
100,008
-4,279
-4% -$77.2K 0.12% 87
2023
Q4 		$1.9M Sell
104,287
-39,478
-27% -$677K 0.14% 80
2023
Q3 		$2.4M Sell
143,765
-1,268
-0.9% -$22.2K 0.2% 67
2023
Q2 		$2.6M Buy
145,033
+596
+0.4% +$10.7K 0.21% 63
2023
Q1 		$2.6M Buy
+144,437
New +$2.57M 0.23% 64

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return