GJWM
BYM

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

Gilliland Jeter 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
Q4 		– Sell
-7,749
Closed -$93.3K – 238
2024
Q3 		$93.3K Hold
7,749
– – 0.03% 227
2024
Q2 		$88.8K Hold
7,749
– – 0.03% 226
2024
Q1 		$89.9K Buy
+7,749
New +$88.1K 0.03% 227

Other funds holding BYM

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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 0.79% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gilliland Jeter Wealth Management's BYM Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2024, closing a stake of 7,749 shares — an estimated $93.3K sold.

Gilliland Jeter Wealth Management first reported a position in BYM in Q1 2024 and held it in 3 quarters. The position peaked at $93.3K in Q3 2024. 70 funds tracked by Wall St. Rank hold BYM as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 7,749 BlackRock Municipal Income Quality Trust shares in Q4 2024, an estimated $93.3K.
  • Gilliland Jeter Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $93.3K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.