Spire Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Spire Wealth Management’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
2024 Q1	–	Sell	-566	Closed	-$6.18K	–	2314
2023 Q4	$6.18K	Hold	566	–	–	﹤0.01%	1904
2023 Q3	$551	Hold	566	–	–	﹤0.01%	2340
2023 Q2	$6.37K	Hold	566	–	–	﹤0.01%	1943
2023 Q1	$6.47K	Buy	+566	New	+$6.49K	﹤0.01%	1978
2022 Q3	–	Sell	-566	Closed	-$7K	–	2223
2022 Q2	$7K	Hold	566	–	–	﹤0.01%	2017
2022 Q1	$7K	Hold	566	–	–	﹤0.01%	2142
2021 Q4	$9K	Sell	566 -566	-50%	-$8.72K	﹤0.01%	2407
2021 Q3	$17K	Hold	1,132	–	–	﹤0.01%	1918
2021 Q2	$18K	Hold	1,132	–	–	﹤0.01%	1908
2021 Q1	$17K	Buy	+1,132	New	+$17K	﹤0.01%	2207

Other funds holding BYM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

HWAM

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Spire Wealth Management's BYM Position: Q1 2024 in Review

Spire Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2024, closing a stake of 566 shares — an estimated $6.18K sold.

Spire Wealth Management first reported a position in BYM in Q1 2021 and held it in 10 quarters. The position peaked at $18K in Q2 2021. 64 funds tracked by Wall St. Rank hold BYM as of Q1 2024.

Spire Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 566 BlackRock Municipal Income Quality Trust shares in Q1 2024, an estimated $6.18K.
Spire Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $18K in Q2 2021.
64 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.