UB
BYM

UMB Bank’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

UMB Bank’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
Q4 		– Sell
-1,142
Closed -$13.8K – 2083
2024
Q3 		$13.8K Hold
1,142
– – ﹤0.01% 1370
2024
Q2 		$13.1K Sell
1,142
-685
-37% -$7.69K ﹤0.01% 1207
2024
Q1 		$21.2K Sell
1,827
-673
-27% -$7.65K ﹤0.01% 1052
2023
Q4 		$28K Buy
2,500
+369
+17% +$3.82K ﹤0.01% 966
2023
Q3 		$21K Hold
2,131
– – ﹤0.01% 1066
2023
Q2 		$24K Hold
2,131
– – ﹤0.01% 1048
2023
Q1 		$24.4K Hold
2,131
– – ﹤0.01% 1032
2022
Q4 		$24K Buy
+2,131
New +$23.4K ﹤0.01% 1047

Other funds holding BYM

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Morgan Stanley
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UMB Bank's BYM Position: Q4 2024 in Review

UMB Bank sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2024, closing a stake of 1,142 shares — an estimated $13.8K sold.

UMB Bank first reported a position in BYM in Q4 2022 and held it in 8 quarters. The position peaked at $28K in Q4 2023. 70 funds tracked by Wall St. Rank hold BYM as of Q4 2024.

  • UMB Bank reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 1,142 BlackRock Municipal Income Quality Trust shares in Q4 2024, an estimated $13.8K.
  • UMB Bank first reported a position in BlackRock Municipal Income Quality Trust in Q4 2022 and held it in 8 quarters.
  • UMB Bank's BlackRock Municipal Income Quality Trust position peaked at $28K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.