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SWMG LLC’s IQ MacKay Municipal 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

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

SWMG LLC's MMIT Position: Q2 2026 in Review

SWMG LLC reduced its IQ MacKay Municipal 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. 20 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

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

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