DOSSIER · 13F Holders · Q1 2026
MTBIX

MainStay MacKay Tax Free Bond Fund Class I (MTBIX)

1 institutions still hold MainStay MacKay Tax Free Bond Fund Class I (MTBIX) as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56063N709·1 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$129K
visible holders
Holders
1
filers reporting
Concentration
100.00%
LIBERTY WEALTH MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported MTBIX in Q1 2026. LIBERTY WEALTH MANAGEMENT LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302
$129K14K0.02%Q1 2026