Rockefeller Capital Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Rockefeller Capital Management’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	$3.7M	Sell	151,813 -22,429	-13%	-$545K	0.01%	1104
2026 Q1	$4.2M	Buy	174,242 +1,877	+1%	+$45.9K	0.01%	992
2025 Q4	$4.19M	Buy	172,365 +88,295	+105%	+$2.15M	0.01%	937
2025 Q3	$2.04M	Buy	84,070 +63,226	+303%	+$1.51M	﹤0.01%	1157
2025 Q2	$497K	Buy	20,844 +127	+0.6%	+$3.01K	﹤0.01%	1558
2025 Q1	$497K	Buy	20,717 +2,131	+11%	+$51.4K	﹤0.01%	1483
2024 Q4	$446K	Sell	18,586 -915	-5%	-$22.2K	﹤0.01%	1504
2024 Q3	$480K	Buy	+19,501	New	+$476K	﹤0.01%	1440
2024 Q1	–	Sell	-11,303	Closed	-$278K	–	1706
2023 Q4	$278K	Buy	+11,303	New	+$270K	﹤0.01%	1476
2023 Q3	–	Sell	-5,000	Closed	-$122K	–	1697
2023 Q2	$122K	Buy	+5,000	New	+$122K	﹤0.01%	1753
2023 Q1	–	Sell	-7,756	Closed	-$187K	–	3145
2022 Q4	$187K	Buy	7,756 +56	+0.7%	+$1.33K	﹤0.01%	1700
2022 Q3	$180K	Buy	7,700 +1,420	+23%	+$34.6K	﹤0.01%	1697
2022 Q2	$152K	Sell	6,280 -11,118	-64%	-$272K	﹤0.01%	1735
2022 Q1	$437K	Buy	17,398 +1,500	+9%	+$38.8K	﹤0.01%	1367
2021 Q4	$423K	Sell	15,898 -2,700	-15%	-$72.1K	﹤0.01%	1376
2021 Q3	$496K	Buy	+18,598	New	+$501K	﹤0.01%	1264

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

Rockefeller Capital Management's MMIT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 13% in Q2 2026, selling an estimated $545K and leaving 151,813 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #1104.

Rockefeller Capital Management first reported a position in MMIT in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.2M in Q1 2026. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Rockefeller Capital Management held 151,813 shares of NYLIM MacKay Muni Intermediate ETF worth $3.7M as of Q2 2026.
Rockefeller Capital Management sold 22,429 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $545K.
NYLIM MacKay Muni Intermediate ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1104 holding.
Rockefeller Capital Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2021 and has held it in 16 quarters since.
Rockefeller Capital Management's NYLIM MacKay Muni Intermediate ETF position peaked at $4.2M in Q1 2026.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.