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SHP Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

SHP Wealth Management’s Portfolio MMIN Stock Details MMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$504K Sell
21,249
-116
-0.5% -$2.79K 0.04% 150
2025
Q4 		$511K Buy
+21,365
New +$512K 0.04% 150

Other funds holding MMIN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

SHP Wealth Management's MMIN Position: Q1 2026 in Review

SHP Wealth Management reduced its IQ MacKay Municipal Insured ETF (MMIN) stake by 0.54% in Q1 2026, selling an estimated $2.79K and leaving 21,249 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #150.

SHP Wealth Management first reported a position in MMIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $511K in Q4 2025. 65 funds tracked by Wall St. Rank hold MMIN as of Q1 2026.

  • SHP Wealth Management held 21,249 shares of IQ MacKay Municipal Insured ETF worth $504K as of Q1 2026.
  • SHP Wealth Management sold 116 IQ MacKay Municipal Insured ETF shares in Q1 2026, an estimated $2.79K.
  • IQ MacKay Municipal Insured ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #150 holding.
  • SHP Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $511K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.