WA
MMD

Whipplewood Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Whipplewood Advisors’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$789K Buy
50,902
+2,090
+4% +$31.8K 0.53% 54
2026
Q1 		$725K Sell
48,812
-960
-2% -$14.7K 0.38% 74
2025
Q4 		$740K Buy
49,772
+201
+0.4% +$3.02K 0.48% 71
2025
Q3 		$750K Buy
49,571
+1,189
+2% +$17.6K 0.49% 64
2025
Q2 		$716K Buy
48,382
+48,154
+21,120% +$702K 0.39% 71
2025
Q1 		$463K Sell
228
-29,697
-99% -$454K 0.27% 86
2024
Q4 		$447K Buy
+29,925
New +$484K 0.25% 93

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Whipplewood Advisors's MMD Position: Q2 2026 in Review

Whipplewood Advisors increased its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 4.3% in Q2 2026, buying an estimated $31.8K and bringing the position to 50,902 shares worth $789K. The position accounts for 0.53% of the portfolio, ranked #54.

Whipplewood Advisors first reported a position in MMD in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Whipplewood Advisors held 50,902 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $789K as of Q2 2026.
  • Whipplewood Advisors bought 2,090 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2026, an estimated $31.8K.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.53% of Whipplewood Advisors's portfolio in Q2 2026, its #54 holding.
  • Whipplewood Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.