Back to MMD
Bernardo Wealth Planning LLC → MMD
Bernardo Wealth Planning LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
4
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $3.8M |
| Q2 2026 | $3.8M |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 284.7K | — | — |
| Q2 2026 | $3.8M | 154.9K | — | — |
| Q1 2026 | $3.8M | 158.5K | — | — |
| Q4 2025 | $3.7M | 150.1K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M