IHT Wealth Management’s BlackRock MuniYield Quality Fund MQY Stock Holding History

IHT Wealth Management’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
2021 Q3	–	Sell	-151,944	Closed	-$2.54M	–	916
2021 Q2	$2.54M	Hold	151,944	–	–	0.16%	128
2021 Q1	$2.41M	Hold	151,944	–	–	0.17%	131
2020 Q4	$2.51M	Hold	151,944	–	–	0.21%	115
2020 Q3	$2.43M	Buy	+151,944	New	+$2.44M	0.24%	96
2020 Q2	–	Sell	-154,912	Closed	-$2.25M	–	615
2020 Q1	$2.25M	Buy	154,912 +3,570	+2%	+$53.1K	0.32%	74
2019 Q4	$2.28M	Hold	151,342	–	–	0.27%	83
2019 Q3	$2.28M	Sell	151,342 -1,014	-0.7%	-$15K	0.31%	74
2019 Q2	$2.21M	Hold	152,356	–	–	0.32%	73
2019 Q1	$2.15M	Buy	152,356 +2,000	+1%	+$27.6K	0.36%	65
2018 Q4	$1.95M	Buy	+150,356	New	+$1.95M	0.38%	70
2018 Q2	–	Sell	-5,122	Closed	-$72K	–	1003
2018 Q1	$72K	Hold	5,122	–	–	0.02%	573
2017 Q4	$78K	Hold	5,122	–	–	0.02%	562
2017 Q3	$80K	Hold	5,122	–	–	0.03%	396
2017 Q2	$23	Buy	+5,122	New	+$78.6K	0.01%	739

Other funds holding MQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IHT Wealth Management's MQY Position: Q3 2021 in Review

IHT Wealth Management sold out of BlackRock MuniYield Quality Fund (MQY) in Q3 2021, closing a stake of 151,944 shares — an estimated $2.54M sold.

IHT Wealth Management first reported a position in MQY in Q2 2017 and held it in 14 quarters. The position peaked at $2.54M in Q2 2021. 118 funds tracked by Wall St. Rank hold MQY as of Q3 2021.

IHT Wealth Management reported no remaining BlackRock MuniYield Quality Fund position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 151,944 BlackRock MuniYield Quality Fund shares in Q3 2021, an estimated $2.54M.
IHT Wealth Management first reported a position in BlackRock MuniYield Quality Fund in Q2 2017 and held it in 14 quarters.
IHT Wealth Management's BlackRock MuniYield Quality Fund position peaked at $2.54M in Q2 2021.
118 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.