Ibex Wealth Advisors

SEC CIK: 0001686242
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MMD holding history

NYLI MacKay DefinedTerm Muni Opportunities Fund in every 13F filed by Ibex Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMD overview All 13F holders of MMD Full Q2 2026 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of MMD by Ibex Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−10,152−100.0%	Sold out	Holders
Q1 2021	10,152	$225.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.