TIAM2
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Tru Independence Asset Management 2’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-400
Closed -$11K – 293
2020
Q4 		$11K Buy
+400
New +$10.9K 0.01% 301

Other funds holding MMIN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tru Independence Asset Management 2's MMIN Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q1 2021, closing a stake of 400 shares — an estimated $11K sold.

Tru Independence Asset Management 2 first reported a position in MMIN in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 56 funds tracked by Wall St. Rank hold MMIN as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining NYLIM MacKay Muni Insured ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 400 NYLIM MacKay Muni Insured ETF shares in Q1 2021, an estimated $11K.
  • Tru Independence Asset Management 2 first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's NYLIM MacKay Muni Insured ETF position peaked at $11K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.