SHP Wealth Management’s NYLIM MacKay Muni 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 Q2	$508K	Sell	21,003 -246	-1%	-$5.91K	0.04%	180
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

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

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

SHP Wealth Management's MMIN Position: Q2 2026 in Review

SHP Wealth Management reduced its NYLIM MacKay Muni Insured ETF (MMIN) stake by 1.2% in Q2 2026, selling an estimated $5.91K and leaving 21,003 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #180.

SHP Wealth Management first reported a position in MMIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $511K in Q4 2025. 69 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

SHP Wealth Management held 21,003 shares of NYLIM MacKay Muni Insured ETF worth $508K as of Q2 2026.
SHP Wealth Management sold 246 NYLIM MacKay Muni Insured ETF shares in Q2 2026, an estimated $5.91K.
NYLIM MacKay Muni Insured ETF made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #180 holding.
SHP Wealth Management first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's NYLIM MacKay Muni Insured ETF position peaked at $511K in Q4 2025.
69 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.