Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MQY Stock Details MQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.6K Buy
5,245
+2,538
+94% +$29.3K ﹤0.01% 3707
2025
Q4 		$31K Hold
2,707
– – ﹤0.01% 3933
2025
Q3 		$32K Hold
2,707
– – ﹤0.01% 3842
2025
Q2 		$30K Hold
2,707
– – ﹤0.01% 3650
2025
Q1 		$32K Sell
2,707
-4,342
-62% -$51.4K ﹤0.01% 3337
2024
Q4 		$81K Sell
7,049
-74
-1% -$928 ﹤0.01% 2432
2024
Q3 		$93K Hold
7,123
– – ﹤0.01% 2246
2024
Q2 		$87K Sell
7,123
-748
-10% -$9.04K ﹤0.01% 2062
2024
Q1 		$96K Buy
7,871
+6,410
+439% +$78.5K ﹤0.01% 1904
2023
Q4 		$18K Sell
1,461
-3,875
-73% -$42.6K ﹤0.01% 2845
2023
Q3 		$55K Buy
5,336
+748
+16% +$8.41K ﹤0.01% 2003
2023
Q2 		$53K Hold
4,588
– – ﹤0.01% 1941
2023
Q1 		$54K Sell
4,588
-47
-1% -$559 ﹤0.01% 1827
2022
Q4 		$54K Sell
4,635
-356
-7% -$4.03K ﹤0.01% 1689
2022
Q3 		$55K Buy
4,991
+356
+8% +$4.47K ﹤0.01% 1618
2022
Q2 		$59K Buy
4,635
+3,922
+550% +$50.1K ﹤0.01% 1555
2022
Q1 		$10K Hold
713
– – ﹤0.01% 2479
2021
Q4 		$12K Buy
+713
New +$11.6K ﹤0.01% 2253
2021
Q2 		$12K Hold
719
– – ﹤0.01% 2027
2021
Q1 		$12K Hold
719
– – ﹤0.01% 2027
2020
Q4 		$12K Hold
719
– – ﹤0.01% 2027
2020
Q3 		$12K Hold
719
– – ﹤0.01% 2026
2020
Q2 		$12K Hold
719
– – ﹤0.01% 2026
2020
Q1 		$12K Hold
719
– – ﹤0.01% 2026
2019
Q4 		$12K Hold
719
– – ﹤0.01% 2026
2019
Q3 		$12K Hold
719
– – ﹤0.01% 2026
2019
Q2 		$12K Hold
719
– – ﹤0.01% 2026
2019
Q1 		$12K Buy
+719
New +$9.92K ﹤0.01% 2025

Other funds holding MQY

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MQY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BlackRock MuniYield Quality Fund (MQY) stake by 94% in Q1 2026, buying an estimated $29.3K and bringing the position to 5,245 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Carson Wealth (CWM LLC) first reported a position in MQY in Q1 2019 and has held it in 28 quarters since. The position peaked at $96K in Q1 2024. 204 funds tracked by Wall St. Rank hold MQY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,245 shares of BlackRock MuniYield Quality Fund worth $57.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,538 BlackRock MuniYield Quality Fund shares in Q1 2026, an estimated $29.3K.
  • BlackRock MuniYield Quality Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3707 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock MuniYield Quality Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock MuniYield Quality Fund position peaked at $96K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.