Pallas Capital Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Pallas Capital Advisors’s Portfolio MMIT Stock Details MMIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14M	Sell	582,715 -44,030	-7%	-$1.08M	0.53%	38
2025 Q4	$15.2M	Buy	626,745 +47,778	+8%	+$1.16M	0.5%	40
2025 Q3	$14.1M	Buy	578,967 +2,936	+0.5%	+$70.3K	0.52%	40
2025 Q2	$13.7M	Sell	576,031 -42,679	-7%	-$1.01M	0.52%	39
2025 Q1	$14.8M	Sell	618,710 -371,877	-38%	-$8.97M	0.62%	31
2024 Q4	$23.8M	Sell	990,587 -9,941	-1%	-$241K	1.02%	14
2024 Q3	$24.2M	Buy	1,000,528 +51,904	+5%	+$1.27M	1.04%	12
2024 Q2	$23.1M	Buy	948,624 +48,821	+5%	+$1.18M	1.04%	12
2024 Q1	$21.9M	Buy	899,803 +89,368	+11%	+$2.18M	0.91%	11
2023 Q4	$19.9M	Buy	810,435 +75,538	+10%	+$1.8M	1.06%	10
2023 Q3	$17.1M	Buy	+734,897	New	+$17.7M	1.04%	8

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Pallas Capital Advisors's MMIT Position: Q1 2026 in Review

Pallas Capital Advisors reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 7% in Q1 2026, selling an estimated $1.08M and leaving 582,715 shares worth $14M. The position accounts for 0.53% of the portfolio, ranked #38.

Pallas Capital Advisors first reported a position in MMIT in Q3 2023 and has held it in 11 quarters since. The position peaked at $24.2M in Q3 2024. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Pallas Capital Advisors held 582,715 shares of IQ MacKay Municipal Intermediate ETF worth $14M as of Q1 2026.
Pallas Capital Advisors sold 44,030 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $1.08M.
IQ MacKay Municipal Intermediate ETF made up 0.53% of Pallas Capital Advisors's portfolio in Q1 2026, its #38 holding.
Pallas Capital Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2023 and has held it in 11 quarters since.
Pallas Capital Advisors's IQ MacKay Municipal Intermediate ETF position peaked at $24.2M in Q3 2024.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.