Noble Wealth Management PBC’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Noble Wealth Management PBC’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.63M	Sell	120,018 -4,690	-4%	-$69.5K	0.73%	42
2026 Q2	$1.93M	Buy	124,708 +4,708	+4%	+$71.5K	0.87%	34
2026 Q1	$1.78M	Buy	120,000 +34,007	+40%	+$520K	0.9%	35
2025 Q4	$1.28M	Buy	85,993 +7,868	+10%	+$118K	0.64%	48
2025 Q3	$1.18M	Buy	+78,125	New	+$1.16M	0.63%	47
2025 Q1	$605K	Buy	40,150 +150	+0.4%	+$2.29K	0.41%	71
2024 Q4	$597K	Buy	+40,000	New	+$647K	0.41%	71

Other funds holding MMD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Noble Wealth Management PBC's MMD Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 3.8% in Q3 2026, selling an estimated $69.5K and leaving 120,018 shares worth $1.63M. The position accounts for 0.73% of the portfolio, ranked #42.

Noble Wealth Management PBC first reported a position in MMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q2 2026. 16 funds tracked by Wall St. Rank hold MMD as of Q3 2026.

Noble Wealth Management PBC held 120,018 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $1.63M as of Q3 2026.
Noble Wealth Management PBC sold 4,690 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2026, an estimated $69.5K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.73% of Noble Wealth Management PBC's portfolio in Q3 2026, its #42 holding.
Noble Wealth Management PBC first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $1.93M in Q2 2026.
16 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.