AWM
BYM

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

Avior 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
2025
Q1 		– Sell
-1,293
Closed -$14K – 969
2024
Q4 		$14K Buy
+1,293
New +$14.9K ﹤0.01% 1518

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Avior Wealth Management's BYM Position: Q1 2025 in Review

Avior Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2025, closing a stake of 1,293 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in BYM in Q4 2024 and held it in 1 quarter. The position peaked at $14K in Q4 2024. 73 funds tracked by Wall St. Rank hold BYM as of Q1 2025.

  • Avior Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,293 BlackRock Municipal Income Quality Trust shares in Q1 2025, an estimated $14K.
  • Avior Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $14K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.