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

Mascoma Wealth Management’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 Q2	$8.4K	Hold	724	–	–	﹤0.01%	338
2026 Q1	$7.95K	Buy	+724	New	+$8.35K	﹤0.01%	338
2025 Q2	–	Sell	-46	Closed	-$539	–	484
2025 Q1	$539	Hold	46	–	–	﹤0.01%	484
2024 Q4	$530	Hold	46	–	–	﹤0.01%	503
2024 Q3	$603	Hold	46	–	–	﹤0.01%	443
2024 Q2	$565	Hold	46	–	–	﹤0.01%	479
2024 Q1	$564	Hold	46	–	–	﹤0.01%	444
2023 Q4	$561	Hold	46	–	–	﹤0.01%	455
2023 Q3	$471	Hold	46	–	–	﹤0.01%	492
2023 Q2	$523	Hold	46	–	–	﹤0.01%	470
2023 Q1	$543	Hold	46	–	–	﹤0.01%	575
2022 Q4	$534	Hold	46	–	–	﹤0.01%	603
2022 Q3	$1K	Hold	46	–	–	﹤0.01%	578
2022 Q2	$1K	Buy	+46	New	+$587	﹤0.01%	585

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Mascoma Wealth Management's MQY Position: Q2 2026 in Review

Mascoma Wealth Management held its BlackRock MuniYield Quality Fund (MQY) position steady in Q2 2026 at 724 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Mascoma Wealth Management first reported a position in MQY in Q2 2022 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold MQY as of Q2 2026.

Mascoma Wealth Management held 724 shares of BlackRock MuniYield Quality Fund worth $8.4K as of Q2 2026.
Mascoma Wealth Management left its BlackRock MuniYield Quality Fund share count unchanged in Q2 2026.
BlackRock MuniYield Quality Fund made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #338 holding.
Mascoma Wealth Management first reported a position in BlackRock MuniYield Quality Fund in Q2 2022 and has held it in 14 quarters since.
204 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.