TIAM2
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Tru Independence Asset Management 2’s IQ MacKay Municipal 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

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MWM
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Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Tru Independence Asset Management 2 sold out of IQ MacKay Municipal 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 IQ MacKay Municipal Insured ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 400 IQ MacKay Municipal Insured ETF shares in Q1 2021, an estimated $11K.
  • Tru Independence Asset Management 2 first reported a position in IQ MacKay Municipal Insured ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's IQ MacKay Municipal Insured ETF position peaked at $11K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2021.

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