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

Tanager 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
2023
Q2 		– Sell
-14,994
Closed -$178K – 86
2023
Q1 		$178K Hold
14,994
– – 0.04% 70
2022
Q4 		$174K Buy
+14,994
New +$170K 0.05% 78

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tanager Wealth Management's MQY Position: Q2 2023 in Review

Tanager Wealth Management sold out of BlackRock MuniYield Quality Fund (MQY) in Q2 2023, closing a stake of 14,994 shares — an estimated $178K sold.

Tanager Wealth Management first reported a position in MQY in Q4 2022 and held it in 2 quarters. The position peaked at $178K in Q1 2023. 107 funds tracked by Wall St. Rank hold MQY as of Q2 2023.

  • Tanager Wealth Management reported no remaining BlackRock MuniYield Quality Fund position as of Q2 2023 after selling out during the quarter.
  • Tanager Wealth Management sold 14,994 BlackRock MuniYield Quality Fund shares in Q2 2023, an estimated $178K.
  • Tanager Wealth Management first reported a position in BlackRock MuniYield Quality Fund in Q4 2022 and held it in 2 quarters.
  • Tanager Wealth Management's BlackRock MuniYield Quality Fund position peaked at $178K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q2 2023.

Based on Tanager Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.