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SWMG LLC’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

SWMG LLC’s Portfolio MMIT Stock Details MMIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$622K Sell
25,604
-2,391
-9% -$58.1K 0.15% 53
2026
Q1 		$675K Sell
27,995
-881
-3% -$21.6K 0.19% 56
2025
Q4 		$709K Sell
28,876
-525
-2% -$12.8K 0.2% 53
2025
Q3 		$717K Sell
29,401
-2,242
-7% -$53.7K 0.22% 57
2025
Q2 		$751K Sell
31,643
-50
-0.2% -$1.19K 0.25% 54
2025
Q1 		$752K Sell
31,693
-3,310
-9% -$79.8K 0.3% 46
2024
Q4 		$844K Buy
35,003
+233
+0.7% +$5.66K 0.34% 42
2024
Q3 		$842K Sell
34,770
-2,451
-7% -$59.8K 0.35% 42
2024
Q2 		$900K Sell
37,221
-239
-0.6% -$5.77K 0.4% 43
2024
Q1 		$914K Buy
37,460
+369
+1% +$9.02K 0.41% 41
2023
Q4 		$911K Buy
37,091
+808
+2% +$19.3K 0.43% 43
2023
Q3 		$853K Hold
36,283
– – 0.45% 43
2023
Q2 		$884K Buy
36,283
+881
+2% +$21.5K 0.46% 33
2023
Q1 		$871K Sell
35,402
-6,218
-15% -$152K 0.49% 35
2022
Q4 		$1M Buy
41,620
+9,171
+28% +$218K 0.61% 26
2022
Q3 		$759K Buy
+32,449
New +$790K 0.5% 32
2022
Q1 		$759K Sell
30,197
-4,836
-14% -$125K 0.41% 36
2021
Q4 		$934K Sell
35,033
-4,673
-12% -$125K 0.5% 34
2021
Q3 		$1.06M Sell
39,706
-4,635
-10% -$125K 0.62% 31
2021
Q2 		$1.19M Buy
+44,341
New +$1.19M 0.7% 30

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWMG LLC's MMIT Position: Q2 2026 in Review

SWMG LLC reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 8.5% in Q2 2026, selling an estimated $58.1K and leaving 25,604 shares worth $622K. The position accounts for 0.15% of the portfolio, ranked #53.

SWMG LLC first reported a position in MMIT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q2 2021. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

  • SWMG LLC held 25,604 shares of NYLIM MacKay Muni Intermediate ETF worth $622K as of Q2 2026.
  • SWMG LLC sold 2,391 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $58.1K.
  • NYLIM MacKay Muni Intermediate ETF made up 0.15% of SWMG LLC's portfolio in Q2 2026, its #53 holding.
  • SWMG LLC first reported a position in NYLIM MacKay Muni Intermediate ETF in Q2 2021 and has held it in 20 quarters since.
  • SWMG LLC's NYLIM MacKay Muni Intermediate ETF position peaked at $1.19M in Q2 2021.
  • 171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.