Carson Wealth (CWM LLC)
BYM

Carson Wealth (CWM LLC)’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q1 		– Sell
-7
Closed – – 3541
2021
Q4 		$0 Buy
+7
New +$108 ﹤0.01% 3500
2021
Q2 		$0 Hold
21
– – ﹤0.01% 2938
2021
Q1 		$0 Hold
21
– – ﹤0.01% 2938
2020
Q4 		$0 Hold
21
– – ﹤0.01% 2938
2020
Q3 		$0 Hold
21
– – ﹤0.01% 2938
2020
Q2 		$0 Hold
21
– – ﹤0.01% 2938
2020
Q1 		$0 Hold
21
– – ﹤0.01% 2938
2019
Q4 		$0 Hold
21
– – ﹤0.01% 2937
2019
Q3 		$0 Hold
21
– – ﹤0.01% 2937
2019
Q2 		$0 Hold
21
– – ﹤0.01% 2937
2019
Q1 		$0 Sell
21
-4,669
-100% -$61.6K ﹤0.01% 2959
2018
Q4 		$59K Buy
+4,690
New +$58.5K ﹤0.01% 841

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BYM Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2022, closing a stake of 7 shares.

Carson Wealth (CWM LLC) first reported a position in BYM in Q4 2018 and held it in 12 quarters. The position peaked at $59K in Q4 2018. 61 funds tracked by Wall St. Rank hold BYM as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 7 BlackRock Municipal Income Quality Trust shares in Q1 2022.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Municipal Income Quality Trust in Q4 2018 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s BlackRock Municipal Income Quality Trust position peaked at $59K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.