RFG - Bristol Wealth Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

RFG - Bristol Wealth 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 Q2	$801K	Buy	32,902 +3,312	+11%	+$80.5K	0.19%	88
2026 Q1	$713K	Buy	29,590 +3,208	+12%	+$78.5K	0.19%	87
2025 Q4	$642K	Buy	26,382 +9,046	+52%	+$220K	0.18%	91
2025 Q3	$421K	Buy	+17,336	New	+$415K	0.12%	118

Other funds holding MMIT

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFG - Bristol Wealth Advisors's MMIT Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 11% in Q2 2026, buying an estimated $80.5K and bringing the position to 32,902 shares worth $801K. The position accounts for 0.19% of the portfolio, ranked #88.

RFG - Bristol Wealth Advisors first reported a position in MMIT in Q3 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

RFG - Bristol Wealth Advisors held 32,902 shares of NYLIM MacKay Muni Intermediate ETF worth $801K as of Q2 2026.
RFG - Bristol Wealth Advisors bought 3,312 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $80.5K.
NYLIM MacKay Muni Intermediate ETF made up 0.19% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #88 holding.
RFG - Bristol Wealth Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2025 and has held it in 4 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.