WealthShield Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

WealthShield Partners’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 Q2	–	Sell	-28,970	Closed	-$788K	–	993
2021 Q1	$788K	Sell	28,970 -83,940	-74%	-$2.31M	0.14%	114
2020 Q4	$3.12M	Buy	112,910 +20,755	+23%	+$567K	0.58%	53
2020 Q3	$2.51M	Buy	92,155 +78,990	+600%	+$2.15M	0.88%	29
2020 Q2	$356K	Buy	+13,165	New	+$350K	0.16%	139

Other funds holding MMIN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

WealthShield Partners's MMIN Position: Q2 2021 in Review

WealthShield Partners sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2021, closing a stake of 28,970 shares — an estimated $788K sold.

WealthShield Partners first reported a position in MMIN in Q2 2020 and held it in 4 quarters. The position peaked at $3.12M in Q4 2020. 52 funds tracked by Wall St. Rank hold MMIN as of Q2 2021.

WealthShield Partners reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 28,970 IQ MacKay Municipal Insured ETF shares in Q2 2021, an estimated $788K.
WealthShield Partners first reported a position in IQ MacKay Municipal Insured ETF in Q2 2020 and held it in 4 quarters.
WealthShield Partners's IQ MacKay Municipal Insured ETF position peaked at $3.12M in Q4 2020.
52 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.