Primoris Wealth Advisors’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Primoris Wealth Advisors’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	$1.55M	Buy	133,892 +3	+0%	+$34	0.71%	42
2026 Q1	$1.47M	Buy	133,889 +87,788	+190%	+$1.01M	1.03%	30
2025 Q4	$521K	Buy	46,101 +1,001	+2%	+$11.5K	0.31%	66
2025 Q3	$525K	Hold	45,100	–	–	0.33%	65
2025 Q2	$501K	Sell	45,100 -4,900	-10%	-$54.2K	0.34%	61
2025 Q1	$586K	Sell	50,000 -1,500	-3%	-$17.8K	0.45%	52
2024 Q4	$593K	Buy	51,500 +11,000	+27%	+$138K	0.45%	52
2024 Q3	$531K	Buy	40,500 +21,000	+108%	+$264K	0.39%	65
2024 Q2	$239K	Buy	19,500 +7,000	+56%	+$84.6K	0.19%	88
2024 Q1	$153K	Buy	12,500 +2,500	+25%	+$30.6K	0.12%	94
2023 Q4	$122K	Buy	+10,000	New	+$110K	0.12%	85

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

Primoris Wealth Advisors's MQY Position: Q2 2026 in Review

Primoris Wealth Advisors increased its BlackRock MuniYield Quality Fund (MQY) stake by 0% in Q2 2026, buying an estimated $34 and bringing the position to 133,892 shares worth $1.55M. The position accounts for 0.71% of the portfolio, ranked #42.

Primoris Wealth Advisors first reported a position in MQY in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold MQY as of Q2 2026.

Primoris Wealth Advisors held 133,892 shares of BlackRock MuniYield Quality Fund worth $1.55M as of Q2 2026.
Primoris Wealth Advisors bought 3 BlackRock MuniYield Quality Fund shares in Q2 2026, an estimated $34.
BlackRock MuniYield Quality Fund made up 0.71% of Primoris Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Primoris Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund in Q4 2023 and has held it in 11 quarters since.
204 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.