Orgel Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,144,016
| Closed | -$145M | – | 88 |
|
2025
Q1 | $145M | Buy |
6,144,016
+15,202
| +0.2% | +$359K | 3.77% | 11 |
|
2024
Q4 | $146M | Sell |
6,128,814
-195,449
| -3% | -$4.66M | 3.81% | 11 |
|
2024
Q3 | $155M | Buy |
6,324,263
+824,578
| +15% | +$20.3M | 3.89% | 11 |
|
2024
Q2 | $132M | Buy |
5,499,685
+130,851
| +2% | +$3.14M | 3.57% | 10 |
|
2024
Q1 | $130M | Buy |
5,368,834
+106,515
| +2% | +$2.59M | 3.58% | 10 |
|
2023
Q4 | $129M | Sell |
5,262,319
-88,012
| -2% | -$2.16M | 3.82% | 8 |
|
2023
Q3 | $122M | Buy |
5,350,331
+37,598
| +0.7% | +$859K | 4.13% | 8 |
|
2023
Q2 | $129M | Buy |
5,312,733
+1,678,962
| +46% | +$40.6M | 4.25% | 7 |
|
2023
Q1 | $88.7M | Buy |
3,633,771
+212,875
| +6% | +$5.2M | 3.17% | 9 |
|
2022
Q4 | $81.2M | Buy |
3,420,896
+1,301,907
| +61% | +$30.9M | 3.12% | 10 |
|
2022
Q3 | $48.7M | Buy |
+2,118,989
| New | +$48.7M | 2.4% | 10 |
|