Smallwood Wealth Investment Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.5K Hold
745
0.01% 323
2026
Q1
$11.1K Hold
745
0.01% 322
2025
Q4
$11.1K Hold
745
0.01% 307
2025
Q3
$11.3K Hold
745
0.01% 309
2025
Q2
$11K Hold
745
0.01% 305
2025
Q1
$11.2K Buy
+745
New +$11.4K 0.01% 296

Other funds holding MMD

Smallwood Wealth Investment Management's MMD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) position steady in Q2 2026 at 745 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #323.

Smallwood Wealth Investment Management first reported a position in MMD in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Smallwood Wealth Investment Management held 745 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $11.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its NYLIM MacKay DefinedTerm Muni Opportunities Fund share count unchanged in Q2 2026.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #323 holding.
  • Smallwood Wealth Investment Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.