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Iq Mackay Muni Intermediate iq mackay shld shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Iq Mackay Muni Intermediate iq mackay shld (MMIT) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Iq Mackay Muni Intermediate iq mackay shld

Tip: Access up to 7 years of quarterly data

All positions including Iq Mackay Muni Intermediate iq mackay shld held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iq Mackay Muni Intermediate iq mackay shld by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 180k 24.56
2023-09-30 $2.2M 94k 23.50
2023-06-30 $1.7M 72k 24.36
2023-03-31 $1.5M 62k 24.59
2022-12-31 $1.5M 62k 24.13

More positions owned by Bernardo Wealth Planning

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)

View all positions for Bernardo Wealth Planning

Top funds holding Iq Mackay Muni Intermediate iq mackay shld

Bank of America Corporation
Raymond James Financial Services Advisors
UBS Group
Honkamp Krueger Financial Services
IAG Wealth Partners
Schneider Downs Wealth Management Advisors
Pallas Capital Advisors
Financial Counselors
TruWealth Advisors
Stifel Financial
Great Valley Advisor Group
Bank of New York Mellon
Branch Banking & Trust Company
Prestige Wealth Management Group
Dynamic Advisors Solutions

View all funds holding Iq Mackay Muni Intermediate iq mackay shld