Mission Creek Capital Partners’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Mission Creek Capital Partners’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 Q1	–	Sell	-8,788	Closed	-$216K	–	243
2023 Q4	$216K	Buy	8,788 +79	+0.9%	+$1.89K	0.06%	214
2023 Q3	$205K	Sell	8,709 -780	-8%	-$18.8K	0.07%	209
2023 Q2	$231K	Sell	9,489 -116	-1%	-$2.83K	0.07%	209
2023 Q1	$236K	Buy	9,605 +76	+0.8%	+$1.86K	0.08%	201
2022 Q4	$230K	Buy	+9,529	New	+$227K	0.08%	204

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Mission Creek Capital Partners's MMIT Position: Q1 2024 in Review

Mission Creek Capital Partners sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2024, closing a stake of 8,788 shares — an estimated $216K sold.

Mission Creek Capital Partners first reported a position in MMIT in Q4 2022 and held it in 5 quarters. The position peaked at $236K in Q1 2023. 91 funds tracked by Wall St. Rank hold MMIT as of Q1 2024.

Mission Creek Capital Partners reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q1 2024 after selling out during the quarter.
Mission Creek Capital Partners sold 8,788 IQ MacKay Municipal Intermediate ETF shares in Q1 2024, an estimated $216K.
Mission Creek Capital Partners first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and held it in 5 quarters.
Mission Creek Capital Partners's IQ MacKay Municipal Intermediate ETF position peaked at $236K in Q1 2023.
91 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2024.

Based on Mission Creek Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.