MWM
MQT

Mascoma Wealth Management’s BlackRock MuniYield Quality Fund II MQT Stock Holding History

Mascoma Wealth Management’s Portfolio MQT Stock Details MQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-383
Closed -$3.85K – 533
2025
Q4 		$3.85K Hold
383
– – ﹤0.01% 385
2025
Q3 		$3.84K Hold
383
– – ﹤0.01% 396
2025
Q2 		$3.69K Hold
383
– – ﹤0.01% 405
2025
Q1 		$3.83K Hold
383
– – ﹤0.01% 420
2024
Q4 		$3.78K Hold
383
– – ﹤0.01% 429
2024
Q3 		$4.14K Hold
383
– – ﹤0.01% 401
2024
Q2 		$3.94K Hold
383
– – ﹤0.01% 426
2024
Q1 		$4.03K Hold
383
– – ﹤0.01% 398
2023
Q4 		$3.96K Hold
383
– – ﹤0.01% 410
2023
Q3 		$3.44K Hold
383
– – ﹤0.01% 431
2023
Q2 		$3.78K Hold
383
– – ﹤0.01% 418
2023
Q1 		$3.93K Hold
383
– – ﹤0.01% 501
2022
Q4 		$3.91K Hold
383
– – ﹤0.01% 513
2022
Q3 		$4K Hold
383
– – ﹤0.01% 506
2022
Q2 		$4K Buy
+383
New +$4.38K ﹤0.01% 522

Other funds holding MQT

AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Mascoma Wealth Management's MQT Position: Q1 2026 in Review

Mascoma Wealth Management sold out of BlackRock MuniYield Quality Fund II (MQT) in Q1 2026, closing a stake of 383 shares — an estimated $3.85K sold.

Mascoma Wealth Management first reported a position in MQT in Q2 2022 and held it in 15 quarters. The position peaked at $4.14K in Q3 2024. 1 fund tracked by Wall St. Rank holds MQT as of Q1 2026.

  • Mascoma Wealth Management reported no remaining BlackRock MuniYield Quality Fund II position as of Q1 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 383 BlackRock MuniYield Quality Fund II shares in Q1 2026, an estimated $3.85K.
  • Mascoma Wealth Management first reported a position in BlackRock MuniYield Quality Fund II in Q2 2022 and held it in 15 quarters.
  • Mascoma Wealth Management's BlackRock MuniYield Quality Fund II position peaked at $4.14K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held BlackRock MuniYield Quality Fund II as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.