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TruWealth Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

TruWealth Advisors’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
Q1 		$12.9M Buy
534,964
+16,762
+3% +$410K 0.62% 53
2025
Q4 		$12.6M Buy
518,202
+18,094
+4% +$440K 0.62% 51
2025
Q3 		$12.2M Sell
500,108
-191,088
-28% -$4.57M 0.61% 45
2025
Q2 		$16.5M Buy
691,196
+9,178
+1% +$218K 0.91% 36
2025
Q1 		$16.3M Buy
682,018
+26,561
+4% +$641K 0.99% 36
2024
Q4 		$15.7M Buy
655,457
+12,906
+2% +$313K 0.95% 35
2024
Q3 		$15.8M Buy
642,551
+44,203
+7% +$1.08M 0.97% 32
2024
Q2 		$14.5M Sell
598,348
-15,282
-2% -$369K 0.96% 31
2024
Q1 		$15M Buy
613,630
+74,673
+14% +$1.83M 1.04% 30
2023
Q4 		$13.2M Buy
538,957
+58,242
+12% +$1.39M 1.01% 34
2023
Q3 		$11.3M Buy
480,715
+74,888
+18% +$1.8M 0.97% 32
2023
Q2 		$9.89M Buy
405,827
+105,348
+35% +$2.57M 0.85% 36
2023
Q1 		$7.39M Buy
300,479
+35,783
+14% +$875K 0.68% 42
2022
Q4 		$6.39M Buy
264,696
+175,863
+198% +$4.19M 0.62% 43
2022
Q3 		$2.08M Buy
88,833
+5,261
+6% +$128K 0.22% 59
2022
Q2 		$2.03M Buy
+83,572
New +$2.04M 0.22% 58

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

TruWealth Advisors's MMIT Position: Q1 2026 in Review

TruWealth Advisors increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 3.2% in Q1 2026, buying an estimated $410K and bringing the position to 534,964 shares worth $12.9M. The position accounts for 0.62% of the portfolio, ranked #53.

TruWealth Advisors first reported a position in MMIT in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.5M in Q2 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

  • TruWealth Advisors held 534,964 shares of IQ MacKay Municipal Intermediate ETF worth $12.9M as of Q1 2026.
  • TruWealth Advisors bought 16,762 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $410K.
  • IQ MacKay Municipal Intermediate ETF made up 0.62% of TruWealth Advisors's portfolio in Q1 2026, its #53 holding.
  • TruWealth Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2022 and has held it in 16 quarters since.
  • TruWealth Advisors's IQ MacKay Municipal Intermediate ETF position peaked at $16.5M in Q2 2025.
  • 159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.