Back to MMD
Cypress Point Wealth Management, LLC → MMD
Cypress Point Wealth Management, LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
5
Latest value
$885K
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $885K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $885K | 38.7K | — | — |
| Q3 2026 | $1.1M | 46.7K | — | — |
| Q2 2026 | $1.1M | 46.7K | — | — |
| Q1 2026 | $1.1M | 46.9K | — | — |
| Q4 2025 | $1.5M | 62.8K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M