Mascoma Wealth Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Mascoma Wealth Management’s Portfolio MYN Stock Details MYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-60	Closed	-$596	–	487
2025 Q1	$596	Hold	60	–	–	﹤0.01%	480
2024 Q4	$605	Hold	60	–	–	﹤0.01%	498
2024 Q3	$647	Hold	60	–	–	﹤0.01%	440
2024 Q2	$628	Hold	60	–	–	﹤0.01%	477
2024 Q1	$631	Hold	60	–	–	﹤0.01%	443
2023 Q4	$620	Hold	60	–	–	﹤0.01%	454
2023 Q3	$532	Hold	60	–	–	﹤0.01%	491
2023 Q2	$587	Hold	60	–	–	﹤0.01%	469
2023 Q1	$600	Hold	60	–	–	﹤0.01%	574
2022 Q4	$588	Hold	60	–	–	﹤0.01%	602
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	581
2022 Q2	$1K	Buy	+60	New	+$655	﹤0.01%	588

Other funds holding MYN

KIM

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

MSL

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

RCM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Mascoma Wealth Management's MYN Position: Q2 2025 in Review

Mascoma Wealth Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q2 2025, closing a stake of 60 shares — an estimated $596 sold.

Mascoma Wealth Management first reported a position in MYN in Q2 2022 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 51 funds tracked by Wall St. Rank hold MYN as of Q2 2025.

Mascoma Wealth Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 60 BlackRock MuniYield New York Quality Fund shares in Q2 2025, an estimated $596.
Mascoma Wealth Management first reported a position in BlackRock MuniYield New York Quality Fund in Q2 2022 and held it in 12 quarters.
Mascoma Wealth Management's BlackRock MuniYield New York Quality Fund position peaked at $1K in Q3 2022.
51 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.