Accel Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Accel Wealth Management’s Portfolio BYM Stock Details BYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,016	Closed	-$45.9K	–	258
2023 Q1	$45.9K	Sell	4,016 -2,310	-37%	-$26.5K	0.02%	503
2022 Q4	$71.8K	Sell	6,326 -8,127	-56%	-$89.4K	0.03%	298
2022 Q3	$163K	Buy	14,453 +197	+1%	+$2.5K	0.09%	180
2022 Q2	$187K	Sell	14,256 -579	-4%	-$7.14K	0.11%	150
2022 Q1	$197K	Buy	14,835 +187	+1%	+$2.61K	0.1%	156
2021 Q4	$229K	Buy	14,648 +218	+2%	+$3.36K	0.11%	147
2021 Q3	$220K	Buy	14,430 +152	+1%	+$2.43K	0.14%	125
2021 Q2	$224K	Buy	14,278 +142	+1%	+$2.22K	0.15%	131
2021 Q1	$214K	Buy	14,136 +897	+7%	+$13.5K	0.17%	123
2020 Q4	$201K	Buy	+13,239	New	+$192K	0.19%	121

Other funds holding BYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Accel Wealth Management's BYM Position: Q2 2023 in Review

Accel Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2023, closing a stake of 4,016 shares — an estimated $45.9K sold.

Accel Wealth Management first reported a position in BYM in Q4 2020 and held it in 10 quarters. The position peaked at $229K in Q4 2021. 60 funds tracked by Wall St. Rank hold BYM as of Q2 2023.

Accel Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 4,016 BlackRock Municipal Income Quality Trust shares in Q2 2023, an estimated $45.9K.
Accel Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $229K in Q4 2021.
60 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.