DWM
BYM

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

Dakota 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
2026
Q1 		– Sell
-49,800
Closed -$545K – 777
2025
Q4 		$545K Buy
+49,800
New +$545K 0.01% 534
2021
Q1 		– Sell
-63,926
Closed -$970K – 324
2020
Q4 		$970K Sell
63,926
-22,290
-26% -$323K 0.13% 149
2020
Q3 		$1.23M Hold
86,216
– – 0.19% 107
2020
Q2 		$1.18M Sell
86,216
-268
-0.3% -$3.59K 0.2% 111
2020
Q1 		$1.15M Buy
86,484
+11,888
+16% +$167K 0.25% 95
2019
Q4 		$1.05M Sell
74,596
-583
-0.8% -$8.17K 0.17% 122
2019
Q3 		$1.06M Sell
75,179
-18,778
-20% -$264K 0.18% 113
2019
Q2 		$1.29M Buy
93,957
+8,218
+10% +$111K 0.25% 96
2019
Q1 		$1.15M Sell
85,739
-2,893
-3% -$38.2K 0.23% 102
2018
Q4 		$1.11M Buy
88,632
+26,948
+44% +$336K 0.25% 85
2018
Q3 		$788K Buy
+61,684
New +$808K 0.18% 109

Other funds holding BYM

CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Dakota Wealth Management's BYM Position: Q1 2026 in Review

Dakota Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2026, closing a stake of 49,800 shares — an estimated $545K sold.

Dakota Wealth Management first reported a position in BYM in Q3 2018 and held it in 11 quarters. The position peaked at $1.29M in Q2 2019. 1 fund tracked by Wall St. Rank holds BYM as of Q1 2026.

  • Dakota Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 49,800 BlackRock Municipal Income Quality Trust shares in Q1 2026, an estimated $545K.
  • Dakota Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q3 2018 and held it in 11 quarters.
  • Dakota Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $1.29M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.