Insight Wealth Strategies’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Insight Wealth Strategies’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
2024 Q4	–	Sell	-20,776	Closed	-$272K	–	168
2024 Q3	$272K	Buy	20,776 +289	+1%	+$3.64K	0.04%	146
2024 Q2	$252K	Buy	20,487 +294	+1%	+$3.55K	0.04%	148
2024 Q1	$247K	Buy	20,193 +191	+1%	+$2.34K	0.04%	153
2023 Q4	$244K	Buy	20,002 +340	+2%	+$3.74K	0.04%	146
2023 Q3	$201K	Buy	19,662 +221	+1%	+$2.48K	0.04%	140
2023 Q2	$225K	Buy	19,441 +218	+1%	+$2.52K	0.04%	131
2023 Q1	$228K	Buy	19,223 +150	+0.8%	+$1.78K	0.04%	130
2022 Q4	$221K	Buy	19,073 +579	+3%	+$6.55K	0.04%	131
2022 Q3	$235K	Hold	18,494	–	–	0.04%	134
2022 Q2	$235K	Buy	18,494 +264	+1%	+$3.37K	0.04%	134
2022 Q1	$251K	Buy	18,230 +156	+0.9%	+$2.28K	0.04%	143
2021 Q4	$292K	Buy	18,074 +279	+2%	+$4.53K	0.04%	138
2021 Q3	$288K	Buy	17,795 +198	+1%	+$3.31K	0.04%	162
2021 Q2	$295K	Buy	+17,597	New	+$287K	0.04%	160

Other funds holding MQY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Insight Wealth Strategies's MQY Position: Q4 2024 in Review

Insight Wealth Strategies sold out of BlackRock MuniYield Quality Fund (MQY) in Q4 2024, closing a stake of 20,776 shares — an estimated $272K sold.

Insight Wealth Strategies first reported a position in MQY in Q2 2021 and held it in 14 quarters. The position peaked at $295K in Q2 2021. 115 funds tracked by Wall St. Rank hold MQY as of Q4 2024.

Insight Wealth Strategies reported no remaining BlackRock MuniYield Quality Fund position as of Q4 2024 after selling out during the quarter.
Insight Wealth Strategies sold 20,776 BlackRock MuniYield Quality Fund shares in Q4 2024, an estimated $272K.
Insight Wealth Strategies first reported a position in BlackRock MuniYield Quality Fund in Q2 2021 and held it in 14 quarters.
Insight Wealth Strategies's BlackRock MuniYield Quality Fund position peaked at $295K in Q2 2021.
115 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.