Whipplewood Advisors’s NYLIM MacKay DefinedTerm Muni 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 NYLIM MacKay DefinedTerm Muni 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. 70 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

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

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