Stonebridge Capital Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Stonebridge Capital Advisors’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
2023 Q4	–	Sell	-1,300	Closed	-$29.7K	–	580
2023 Q3	$29.7K	Hold	1,300	–	–	﹤0.01%	434
2023 Q2	$31.5K	Hold	1,300	–	–	﹤0.01%	428
2023 Q1	$31.7K	Hold	1,300	–	–	﹤0.01%	438
2022 Q4	$30.9K	Buy	+1,300	New	+$30.5K	﹤0.01%	419

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RFA

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

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Stonebridge Capital Advisors's MMIN Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2023, closing a stake of 1,300 shares — an estimated $29.7K sold.

Stonebridge Capital Advisors first reported a position in MMIN in Q4 2022 and held it in 4 quarters. The position peaked at $31.7K in Q1 2023. 53 funds tracked by Wall St. Rank hold MMIN as of Q4 2023.

Stonebridge Capital Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 1,300 IQ MacKay Municipal Insured ETF shares in Q4 2023, an estimated $29.7K.
Stonebridge Capital Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q4 2022 and held it in 4 quarters.
Stonebridge Capital Advisors's IQ MacKay Municipal Insured ETF position peaked at $31.7K in Q1 2023.
53 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.