BCWM
BYM

Bartlett & Co Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Bartlett & Co 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
2024
Q2 		– Sell
-2,000
Closed -$23.3K – 1145
2024
Q1 		$23.3K Hold
2,000
– – ﹤0.01% 799
2023
Q4 		$22.5K Hold
2,000
– – ﹤0.01% 863
2023
Q3 		$19.8K Sell
2,000
-6,970
-78% -$74.9K ﹤0.01% 827
2023
Q2 		$101K Buy
+8,970
New +$100K ﹤0.01% 539

Other funds holding BYM

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bartlett & Co Wealth Management's BYM Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2024, closing a stake of 2,000 shares — an estimated $23.3K sold.

Bartlett & Co Wealth Management first reported a position in BYM in Q2 2023 and held it in 4 quarters. The position peaked at $101K in Q2 2023. 63 funds tracked by Wall St. Rank hold BYM as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,000 BlackRock Municipal Income Quality Trust shares in Q2 2024, an estimated $23.3K.
  • Bartlett & Co Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q2 2023 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $101K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.