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

Modern 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 		$359K Hold
30,936
– – ﹤0.01% 814
2026
Q1 		$343K Buy
30,936
+19,713
+176% +$227K 0.01% 673
2025
Q4 		$127K Buy
+11,223
New +$129K ﹤0.01% 828

Other funds holding MQY

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Modern Wealth Management held its BlackRock MuniYield Quality Fund (MQY) position steady in Q2 2026 at 30,936 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Modern Wealth Management first reported a position in MQY in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold MQY as of Q2 2026.

  • Modern Wealth Management held 30,936 shares of BlackRock MuniYield Quality Fund worth $359K as of Q2 2026.
  • Modern Wealth Management left its BlackRock MuniYield Quality Fund share count unchanged in Q2 2026.
  • BlackRock MuniYield Quality Fund made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Modern Wealth Management first reported a position in BlackRock MuniYield Quality Fund in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.