NWMP
MMD

Noble Wealth Management PBC’s MainStay MacKay DefinedTerm Municipal 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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Noble Wealth Management PBC's MMD Position: Q2 2026 in Review

Noble Wealth Management PBC increased its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 3.9% in Q2 2026, buying an estimated $71.5K and bringing the position to 124,708 shares worth $1.93M. The position accounts for 0.87% of the portfolio, ranked #34.

Noble Wealth Management PBC first reported a position in MMD in Q4 2024 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Noble Wealth Management PBC held 124,708 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $1.93M as of Q2 2026.
  • Noble Wealth Management PBC bought 4,708 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2026, an estimated $71.5K.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.87% of Noble Wealth Management PBC's portfolio in Q2 2026, its #34 holding.
  • Noble Wealth Management PBC first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.