Caldwell Trust’s BlackRock Municipal Income Quality Trust BYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,000
| Closed | -$76.6K | – | 788 |
|
|
2025
Q4 | $76.6K | Hold |
7,000
| – | – | 0.01% | 422 |
|
|
2025
Q3 | $76.7K | Hold |
7,000
| – | – | 0.01% | 416 |
|
|
2025
Q2 | $73.9K | Hold |
7,000
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $75.5K | Hold |
7,000
| – | – | 0.01% | 407 |
|
|
2024
Q4 | $76K | Hold |
7,000
| – | – | 0.01% | 412 |
|
|
2024
Q3 | $84.3K | Hold |
7,000
| – | – | 0.01% | 399 |
|
|
2024
Q2 | $80.2K | Hold |
7,000
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $81.2K | Hold |
7,000
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $78.5K | Hold |
7,000
| – | – | 0.01% | 395 |
|
|
2023
Q3 | $69K | Hold |
7,000
| – | – | 0.01% | 392 |
|
|
2023
Q2 | $78.8K | Hold |
7,000
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $80.1K | Hold |
7,000
| – | – | 0.01% | 373 |
|
|
2022
Q4 | $79.5K | Hold |
7,000
| – | – | 0.01% | 367 |
|
|
2022
Q3 | $76.8K | Hold |
7,000
| – | – | 0.01% | 367 |
|
|
2022
Q2 | $86.7K | Hold |
7,000
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $92.6K | Hold |
7,000
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $109K | Buy |
+7,000
| New | +$108K | 0.01% | 363 |
|
Other funds holding BYM
Caldwell Trust's BYM Position: Q1 2026 in Review
Caldwell Trust sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2026, closing a stake of 7,000 shares — an estimated $76.6K sold.
Caldwell Trust first reported a position in BYM in Q4 2021 and held it in 17 quarters. The position peaked at $109K in Q4 2021. 1 fund tracked by Wall St. Rank holds BYM as of Q1 2026.
- Caldwell Trust reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2026 after selling out during the quarter.
- Caldwell Trust sold 7,000 BlackRock Municipal Income Quality Trust shares in Q1 2026, an estimated $76.6K.
- Caldwell Trust first reported a position in BlackRock Municipal Income Quality Trust in Q4 2021 and held it in 17 quarters.
- Caldwell Trust's BlackRock Municipal Income Quality Trust position peaked at $109K in Q4 2021.
- 1 fund tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2026.
Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.