IAG Wealth Partners, LLC MMIT holdings history
NYLIM MACKAY MUNI INTERMEDIA · CUSIP 45409F827 · CIK 1827261
As of 2026-06-30, IAG Wealth Partners, LLC reported 1.97M MMIT (shares), valued at $47.90M, or 4.74% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 3.26%; reported value increased 4.31%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.74% | 1,967,096 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 5.13% | 1,905,068 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 5.18% | 1,838,192 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 4.88% | 1,673,280 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 3.15% | 999,094 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 4.05% | 1,087,547 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 4.70% | 1,110,681 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 4.82% | 1,059,885 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 4.98% | 1,025,066 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 5.19% | 991,322 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 5.21% | 929,833 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 7.17% | 1,093,881 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.17% | 1,093,881 | $25.71M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 5.21% | 929,833 | $22.84M | Shares decreased 15.00%; reported value decreased 11.16%, and weight changed -1.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 5.19% | 991,322 | $24.18M | Shares increased 6.61%; reported value increased 5.87%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 4.98% | 1,025,066 | $24.79M | Shares increased 3.40%; reported value increased 2.51%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 4.82% | 1,059,885 | $26.07M | Shares increased 3.40%; reported value increased 5.19%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 4.70% | 1,110,681 | $26.67M | Shares increased 4.79%; reported value increased 2.28%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 4.05% | 1,087,547 | $26.07M | Shares decreased 2.08%; reported value decreased 2.25%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 3.15% | 999,094 | $23.83M | Shares decreased 8.13%; reported value decreased 8.59%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.88% | 1,673,280 | $40.66M | Shares increased 67.48%; reported value increased 70.64%, and weight changed +1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 5.18% | 1,838,192 | $44.72M | Shares increased 9.86%; reported value increased 9.99%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 5.13% | 1,905,068 | $45.92M | Shares increased 3.64%; reported value increased 2.68%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 4.74% | 1,967,096 | $47.90M | Shares increased 3.26%; reported value increased 4.31%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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