Vertex Planning Partners’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Hold	11,685	–	–	0.05%	116
2025 Q4	$284K	Hold	11,685	–	–	0.07%	108
2025 Q3	$284K	Buy	11,685 +350	+3%	+$8.38K	0.05%	166
2025 Q2	$270K	Hold	11,335	–	–	0.06%	158
2025 Q1	$272K	Buy	11,335 +878	+8%	+$21.2K	0.06%	152
2024 Q4	$251K	Hold	10,457	–	–	0.06%	162
2024 Q3	$257K	Hold	10,457	–	–	0.06%	141
2024 Q2	$253K	Sell	10,457 -2,947	-22%	-$71.1K	0.07%	136
2024 Q1	$327K	Hold	13,404	–	–	0.09%	116
2023 Q4	$329K	Sell	13,404 -15,709	-54%	-$375K	0.1%	114
2023 Q3	$684K	Sell	29,113 -1,046	-3%	-$25.2K	0.24%	52
2023 Q2	$735K	Sell	30,159 -2,276	-7%	-$55.5K	0.25%	55
2023 Q1	$798K	Buy	32,435 +3,207	+11%	+$78.4K	0.3%	47
2022 Q4	$705K	Buy	+29,228	New	+$696K	0.28%	52