Simon Quick Advisors’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Simon Quick Advisors’s Portfolio BYM Stock Details BYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,462	Closed	-$113K	–	397
2025 Q1	$113K	Buy	10,462 +451	+5%	+$4.99K	0.01%	597
2024 Q4	$109K	Buy	+10,011	New	+$115K	0.01%	480
2024 Q2	–	Sell	-13,404	Closed	-$155K	–	399
2024 Q1	$155K	Buy	13,404 +1,142	+9%	+$13K	0.01%	395
2023 Q4	$137K	Buy	12,262 +1,284	+12%	+$13.3K	0.01%	320
2023 Q3	$108K	Buy	+10,978	New	+$118K	0.01%	335

Other funds holding BYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Simon Quick Advisors's BYM Position: Q2 2025 in Review

Simon Quick Advisors sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2025, closing a stake of 10,462 shares — an estimated $113K sold.

Simon Quick Advisors first reported a position in BYM in Q3 2023 and held it in 5 quarters. The position peaked at $155K in Q1 2024. 68 funds tracked by Wall St. Rank hold BYM as of Q2 2025.

Simon Quick Advisors reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 10,462 BlackRock Municipal Income Quality Trust shares in Q2 2025, an estimated $113K.
Simon Quick Advisors first reported a position in BlackRock Municipal Income Quality Trust in Q3 2023 and held it in 5 quarters.
Simon Quick Advisors's BlackRock Municipal Income Quality Trust position peaked at $155K in Q1 2024.
68 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.