Saxon Interests’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Saxon Interests’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	$448K	Hold	18,407	–	–	0.12%	162
2026 Q1	$444K	Hold	18,407	–	–	0.15%	152
2025 Q4	$448K	Sell	18,407 -18,427	-50%	-$449K	0.16%	129
2025 Q3	$881K	Buy	36,834 +5,839	+19%	+$140K	0.34%	68
2025 Q2	$743K	Hold	30,995	–	–	0.35%	69
2025 Q1	$743K	Hold	30,995	–	–	0.35%	69
2024 Q4	$744K	Sell	30,995 -731	-2%	-$17.8K	0.33%	72
2024 Q3	$780K	Sell	31,726 -93	-0.3%	-$2.27K	0.36%	71
2024 Q2	$769K	Sell	31,819 -2,348	-7%	-$56.7K	0.37%	71
2024 Q1	$833K	Hold	34,167	–	–	0.4%	71
2023 Q4	$839K	Buy	+34,167	New	+$815K	0.42%	70
2023 Q3	–	Sell	-72,664	Closed	-$1.77M	–	147
2023 Q2	$1.77M	Sell	72,664 -3,459	-5%	-$84.4K	0.95%	25
2023 Q1	$1.87M	Sell	76,123 -1,458	-2%	-$35.6K	1.06%	23
2022 Q4	$1.9M	Buy	+77,581	New	+$1.85M	1.08%	26

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

Saxon Interests's MMIT Position: Q2 2026 in Review

Saxon Interests held its NYLIM MacKay Muni Intermediate ETF (MMIT) position steady in Q2 2026 at 18,407 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #162.

Saxon Interests first reported a position in MMIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q4 2022. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Saxon Interests held 18,407 shares of NYLIM MacKay Muni Intermediate ETF worth $448K as of Q2 2026.
Saxon Interests left its NYLIM MacKay Muni Intermediate ETF share count unchanged in Q2 2026.
NYLIM MacKay Muni Intermediate ETF made up 0.12% of Saxon Interests's portfolio in Q2 2026, its #162 holding.
Saxon Interests first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and has held it in 14 quarters since.
Saxon Interests's NYLIM MacKay Muni Intermediate ETF position peaked at $1.9M in Q4 2022.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.