LFG
BYM

Larson Financial Group’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Larson Financial Group’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
-9,438
Closed -$114K – 2790
2024
Q3 		$114K Buy
9,438
+6,538
+225% +$77.2K 0.01% 698
2024
Q2 		$33.2K Buy
+2,900
New +$32.5K ﹤0.01% 907

Other funds holding BYM

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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 0.66% 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 $29.2B AUM 20.16% 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

Larson Financial Group's BYM Position: Q4 2024 in Review

Larson Financial Group sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2024, closing a stake of 9,438 shares — an estimated $114K sold.

Larson Financial Group first reported a position in BYM in Q2 2024 and held it in 2 quarters. The position peaked at $114K in Q3 2024. 70 funds tracked by Wall St. Rank hold BYM as of Q4 2024.

  • Larson Financial Group reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 9,438 BlackRock Municipal Income Quality Trust shares in Q4 2024, an estimated $114K.
  • Larson Financial Group first reported a position in BlackRock Municipal Income Quality Trust in Q2 2024 and held it in 2 quarters.
  • Larson Financial Group's BlackRock Municipal Income Quality Trust position peaked at $114K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.