Institute for Wealth Management’s BlackRock Municipal Income Fund, Inc. MUI Stock Holding History

Institute for Wealth Management’s Portfolio MUI Stock Details MUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,225	Closed	-$154K	–	528
2023 Q4	$154K	Hold	13,225	–	–	0.03%	474
2023 Q3	$134K	Buy	+13,225	New	+$146K	0.02%	445
2022 Q3	–	Sell	-10,017	Closed	-$119K	–	533
2022 Q2	$119K	Buy	+10,017	New	+$122K	0.02%	510

Other funds holding MUI

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MSL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Institute for Wealth Management's MUI Position: Q1 2024 in Review

Institute for Wealth Management sold out of BlackRock Municipal Income Fund, Inc. (MUI) in Q1 2024, closing a stake of 13,225 shares — an estimated $154K sold.

Institute for Wealth Management first reported a position in MUI in Q2 2022 and held it in 3 quarters. The position peaked at $154K in Q4 2023. 120 funds tracked by Wall St. Rank hold MUI as of Q1 2024.

Institute for Wealth Management reported no remaining BlackRock Municipal Income Fund, Inc. position as of Q1 2024 after selling out during the quarter.
Institute for Wealth Management sold 13,225 BlackRock Municipal Income Fund, Inc. shares in Q1 2024, an estimated $154K.
Institute for Wealth Management first reported a position in BlackRock Municipal Income Fund, Inc. in Q2 2022 and held it in 3 quarters.
Institute for Wealth Management's BlackRock Municipal Income Fund, Inc. position peaked at $154K in Q4 2023.
120 funds tracked by Wall St. Rank held BlackRock Municipal Income Fund, Inc. as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.