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

Modern 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
2026
Q2 		$970K Buy
95,535
+625
+0.7% +$6.21K 0.01% 529
2026
Q1 		$920K Buy
+94,910
New +$948K 0.02% 436

Other funds holding MYN

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Modern Wealth Management increased its BlackRock MuniYield New York Quality Fund (MYN) stake by 0.66% in Q2 2026, buying an estimated $6.21K and bringing the position to 95,535 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #529.

Modern Wealth Management first reported a position in MYN in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold MYN as of Q2 2026.

  • Modern Wealth Management held 95,535 shares of BlackRock MuniYield New York Quality Fund worth $970K as of Q2 2026.
  • Modern Wealth Management bought 625 BlackRock MuniYield New York Quality Fund shares in Q2 2026, an estimated $6.21K.
  • BlackRock MuniYield New York Quality Fund made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Modern Wealth Management first reported a position in BlackRock MuniYield New York Quality Fund in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q2 2026.

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