SWM
MQY icon

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

SHP 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 		$9.98K Buy
860
+9
+1% +$102 ﹤0.01% 984
2026
Q1 		$9.35K Buy
851
+8
+0.9% +$92 ﹤0.01% 916
2025
Q4 		$9.52K Buy
+843
New +$9.68K ﹤0.01% 845

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

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

SHP Wealth Management increased its BlackRock MuniYield Quality Fund (MQY) stake by 1.1% in Q2 2026, buying an estimated $102 and bringing the position to 860 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

SHP 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.

  • SHP Wealth Management held 860 shares of BlackRock MuniYield Quality Fund worth $9.98K as of Q2 2026.
  • SHP Wealth Management bought 9 BlackRock MuniYield Quality Fund shares in Q2 2026, an estimated $102.
  • BlackRock MuniYield Quality Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #984 holding.
  • SHP 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.