Independent Financial Group’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Independent Financial Group’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	–	Sell	-13,164	Closed	-$149K	–	1494
2025 Q4	$149K	Hold	13,164	–	–	﹤0.01%	1365
2025 Q3	$153K	Buy	+13,164	New	+$147K	﹤0.01%	1312
2025 Q2	–	Sell	-10,510	Closed	-$123K	–	1339
2025 Q1	$123K	Hold	10,510	–	–	﹤0.01%	1141
2024 Q4	$121K	Hold	10,510	–	–	﹤0.01%	1128
2024 Q3	$138K	Hold	10,510	–	–	0.01%	1094
2024 Q2	$129K	Hold	10,510	–	–	0.01%	1044
2024 Q1	$129K	Hold	10,510	–	–	0.01%	978
2023 Q4	$128K	Sell	10,510 -3,032	-22%	-$33.3K	0.01%	916
2023 Q3	$139K	Hold	13,542	–	–	0.01%	858
2023 Q2	$157K	Hold	13,542	–	–	0.01%	828
2023 Q1	$160K	Hold	13,542	–	–	0.01%	788
2022 Q4	$157K	Hold	13,542	–	–	0.01%	739
2022 Q3	$150K	Sell	13,542 -3,651	-21%	-$45.8K	0.01%	690
2022 Q2	$218K	Buy	17,193 +100	+0.6%	+$1.28K	0.02%	615
2022 Q1	$236K	Hold	17,093	–	–	0.02%	691
2021 Q4	$276K	Hold	17,093	–	–	0.02%	631
2021 Q3	$277K	Buy	17,093 +3,060	+22%	+$51.2K	0.03%	554
2021 Q2	$235K	Buy	+14,033	New	+$229K	0.02%	609

Other funds holding MQY

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Independent Financial Group's MQY Position: Q1 2026 in Review

Independent Financial Group sold out of BlackRock MuniYield Quality Fund (MQY) in Q1 2026, closing a stake of 13,164 shares — an estimated $149K sold.

Independent Financial Group first reported a position in MQY in Q2 2021 and held it in 18 quarters. The position peaked at $277K in Q3 2021. 204 funds tracked by Wall St. Rank hold MQY as of Q1 2026.

Independent Financial Group reported no remaining BlackRock MuniYield Quality Fund position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 13,164 BlackRock MuniYield Quality Fund shares in Q1 2026, an estimated $149K.
Independent Financial Group first reported a position in BlackRock MuniYield Quality Fund in Q2 2021 and held it in 18 quarters.
Independent Financial Group's BlackRock MuniYield Quality Fund position peaked at $277K in Q3 2021.
204 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.