New England Investment & Retirement Group’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

New England Investment & Retirement Group’s Portfolio MMIN Stock Details MMIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$9.82M	Buy	357,927 +104,483	+41%	+$2.9M	2.26%	13
2021 Q2	$7.01M	Sell	253,444 -20,155	-7%	-$556K	1.52%	22
2021 Q1	$7.46M	Buy	273,599 +54,444	+25%	+$1.5M	1.8%	15
2020 Q4	$6.05M	Buy	+219,155	New	+$5.99M	1.41%	23

Other funds holding MMIN

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

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

MWM

Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

New England Investment & Retirement Group's MMIN Position: Q3 2021 in Review

New England Investment & Retirement Group increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 41% in Q3 2021, buying an estimated $2.9M and bringing the position to 357,927 shares worth $9.82M. The position accounts for 2.26% of the portfolio, ranked #13.

New England Investment & Retirement Group first reported a position in MMIN in Q4 2020 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold MMIN as of Q3 2021.

New England Investment & Retirement Group held 357,927 shares of IQ MacKay Municipal Insured ETF worth $9.82M as of Q3 2021.
New England Investment & Retirement Group bought 104,483 IQ MacKay Municipal Insured ETF shares in Q3 2021, an estimated $2.9M.
IQ MacKay Municipal Insured ETF made up 2.26% of New England Investment & Retirement Group's portfolio in Q3 2021, its #13 holding.
New England Investment & Retirement Group first reported a position in IQ MacKay Municipal Insured ETF in Q4 2020 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.