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WealthBridge Capital Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

WealthBridge Capital Management’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
2024
Q1 		– Sell
-10,207
Closed -$251K – 196
2023
Q4 		$251K Sell
10,207
-1,698
-14% -$40.5K 0.09% 141
2023
Q3 		$280K Buy
11,905
+106
+0.9% +$2.55K 0.12% 128
2023
Q2 		$287K Buy
11,799
+102
+0.9% +$2.49K 0.11% 135
2023
Q1 		$288K Sell
11,697
-3,493
-23% -$85.4K 0.11% 146
2022
Q4 		$367K Sell
15,190
-13,235
-47% -$315K 0.15% 129
2022
Q3 		$690K Hold
28,425
– – 0.29% 75
2022
Q2 		$690K Buy
28,425
+7,512
+36% +$184K 0.29% 75
2022
Q1 		$525K Buy
20,913
+2,355
+13% +$60.9K 0.2% 102
2021
Q4 		$495K Buy
18,558
+2,660
+17% +$71K 0.18% 102
2021
Q3 		$424K Buy
+15,898
New +$428K 0.16% 106

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

WealthBridge Capital Management's MMIT Position: Q1 2024 in Review

WealthBridge Capital Management sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q1 2024, closing a stake of 10,207 shares — an estimated $251K sold.

WealthBridge Capital Management first reported a position in MMIT in Q3 2021 and held it in 10 quarters. The position peaked at $690K in Q3 2022. 91 funds tracked by Wall St. Rank hold MMIT as of Q1 2024.

  • WealthBridge Capital Management reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q1 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 10,207 NYLIM MacKay Muni Intermediate ETF shares in Q1 2024, an estimated $251K.
  • WealthBridge Capital Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2021 and held it in 10 quarters.
  • WealthBridge Capital Management's NYLIM MacKay Muni Intermediate ETF position peaked at $690K in Q3 2022.
  • 91 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2024.

Based on WealthBridge Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.