Modern Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Modern Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-79,631	Closed	-$807K	–	891
2025 Q4	$807K	Buy	79,631 +2,543	+3%	+$25.9K	0.01%	446
2025 Q3	$780K	Buy	77,088 +7,833	+11%	+$75.9K	0.02%	429
2025 Q2	$670K	Buy	69,255 +9,121	+15%	+$89.1K	0.02%	434
2025 Q1	$612K	Sell	60,134 -13,799	-19%	-$143K	0.02%	380
2024 Q4	$753K	Buy	73,933 +17,069	+30%	+$182K	0.03%	299
2024 Q3	$626K	Buy	56,864 +5,888	+12%	+$63.6K	0.04%	221
2024 Q2	$546K	Sell	50,976 -2,506	-5%	-$26.5K	0.04%	203
2024 Q1	$567K	Buy	+53,482	New	+$564K	0.05%	164

Other funds holding BNY

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Modern Wealth Management's BNY Position: Q1 2026 in Review

Modern Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2026, closing a stake of 79,631 shares — an estimated $807K sold.

Modern Wealth Management first reported a position in BNY in Q1 2024 and held it in 8 quarters. The position peaked at $807K in Q4 2025. 1 fund tracked by Wall St. Rank holds BNY as of Q1 2026.

Modern Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 79,631 BlackRock New York Municipal Income Trust shares in Q1 2026, an estimated $807K.
Modern Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q1 2024 and held it in 8 quarters.
Modern Wealth Management's BlackRock New York Municipal Income Trust position peaked at $807K in Q4 2025.
1 fund tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.