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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Noble Wealth Management PBC increased its NYLIM MacKay DefinedTerm Muni 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. 70 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Noble Wealth Management PBC held 124,708 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $1.93M as of Q2 2026.
Noble Wealth Management PBC bought 4,708 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $71.5K.
NYLIM MacKay DefinedTerm Muni 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 NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

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