MMIT IQ MacKay Municipal Intermediate ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  11 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported IQ MacKay Municipal Intermediate ETF (MMIT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows MMIT at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in IQ MacKay Municipal Intermediate ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMIT was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held MMIT — position size vs. price
% of Fund (quarterly)    MMIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 445,536 -9,707 -2.1% 0.29% $10.7M 2026-04-13 $24.34
2025 Q4 ADDED 455,243 +39,931 +9.6% 0.29% $11.1M 2026-01-07 $24.23
2025 Q3 REDUCED 415,312 -1,803 -0.4% 0.26% $10.1M 2025-10-22 $23.97
2025 Q2 ADDED 417,115 +116,867 +38.9% 0.27% $9.9M 2025-07-09 $23.16
2025 Q1 REDUCED 300,248 -62,459 -17.2% 0.21% $7.2M 2025-04-01 $23.15
2024 Q4 ADDED 362,707 +148,365 +69.2% 0.24% $8.7M 2025-01-16 $22.94
2024 Q3 ADDED 214,342 +23,995 +12.6% 0.15% $5.3M 2024-10-02 $23.27
2024 Q2 ADDED 190,347 +29,883 +18.6% 0.14% $4.6M 2024-07-02 $22.65
2024 Q1 REDUCED 160,464 -138,760 -46.4% 0.12% $3.9M 2024-04-09 $22.52
2023 Q4 ADDED 299,224 +156,901 +110.2% 0.25% $7.3M 2024-01-03 $22.65
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and MMIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning MMIT?

MassMutual Private Wealth & Trust, FSB reported MMIT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMIT position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MMIT was 0.29% in 2026 Q1.

What is the latest reported MMIT position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 445,536 shares, equal to 0.29% of portfolio, with an estimated market value of $10.7M.

What does the chart on this MMIT ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly MMIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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