Schneider Downs Wealth Management Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$62.2M	Buy	2,579,517 +153,128	+6%	+$3.75M	6.86%	4
2025 Q4	$59M	Buy	2,426,389 +184,223	+8%	+$4.48M	6.65%	4
2025 Q3	$54.5M	Buy	2,242,166 +403,900	+22%	+$9.67M	6.47%	4
2025 Q2	$43.8M	Buy	1,838,266 +77,484	+4%	+$1.84M	6.56%	4
2025 Q1	$42.2M	Buy	1,760,782 +239,406	+16%	+$5.77M	7.65%	3
2024 Q4	$36.5M	Buy	1,521,376 +80,973	+6%	+$1.97M	6.87%	4
2024 Q3	$35.4M	Buy	1,440,403 +163,060	+13%	+$3.98M	7.25%	4
2024 Q2	$30.9M	Buy	1,277,343 +145,231	+13%	+$3.51M	6.87%	4
2024 Q1	$27.6M	Buy	1,132,112 +176,648	+18%	+$4.32M	6.37%	4
2023 Q4	$23.5M	Buy	955,464 +94,214	+11%	+$2.25M	6.1%	5
2023 Q3	$20.2M	Buy	861,250 +171,087	+25%	+$4.12M	4.69%	6
2023 Q2	$16.8M	Buy	690,163 +47,877	+7%	+$1.17M	3.84%	6
2023 Q1	$15.8M	Buy	642,286 +72,396	+13%	+$1.77M	3.24%	6
2022 Q4	$13.8M	Sell	569,890 -71,256	-11%	-$1.7M	3.01%	8
2022 Q3	$15M	Buy	641,146 +21,588	+3%	+$525K	4.39%	7
2022 Q2	$15M	Buy	619,558 +105,044	+20%	+$2.57M	4.2%	6
2022 Q1	$12.9M	Buy	514,514 +58,526	+13%	+$1.51M	3.29%	7
2021 Q4	$12.2M	Buy	455,988 +2,148	+0.5%	+$57.3K	2.9%	7
2021 Q3	$12.1M	Buy	453,840 +3,371	+0.7%	+$90.8K	3.13%	7
2021 Q2	$12.1M	Buy	450,469 +31,835	+8%	+$854K	3.14%	7
2021 Q1	$11.2M	Buy	418,634 +69,375	+20%	+$1.85M	2.73%	7
2020 Q4	$9.34M	Buy	349,259 +37,597	+12%	+$995K	2.6%	7
2020 Q3	$8.22M	Buy	311,662 +119,537	+62%	+$3.16M	2.76%	6
2020 Q2	$5.03M	Buy	192,125 +53,332	+38%	+$1.37M	1.72%	9
2020 Q1	$3.57M	Buy	+138,793	New	+$3.61M	1.31%	14