Wheelhouse Advisory Group’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Wheelhouse Advisory Group’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	$201K	Sell	17,304 -1,625	-9%	-$18.5K	0.06%	55
2026 Q1	$208K	Buy	+18,929	New	+$218K	0.07%	50
2024 Q4	–	Sell	-13,912	Closed	-$182K	–	44
2024 Q3	$182K	Sell	13,912 -160	-1%	-$2.01K	0.12%	42
2024 Q2	$172K	Buy	14,072 +42	+0.3%	+$507	0.12%	37
2024 Q1	$172K	Sell	14,030 -70	-0.5%	-$857	0.13%	37
2023 Q4	$172K	Buy	+14,100	New	+$155K	0.15%	36

Other funds holding MQY

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wheelhouse Advisory Group's MQY Position: Q2 2026 in Review

Wheelhouse Advisory Group reduced its BlackRock MuniYield Quality Fund (MQY) stake by 8.6% in Q2 2026, selling an estimated $18.5K and leaving 17,304 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #55.

Wheelhouse Advisory Group first reported a position in MQY in Q4 2023 and has held it in 6 quarters since. The position peaked at $208K in Q1 2026. 204 funds tracked by Wall St. Rank hold MQY as of Q2 2026.

Wheelhouse Advisory Group held 17,304 shares of BlackRock MuniYield Quality Fund worth $201K as of Q2 2026.
Wheelhouse Advisory Group sold 1,625 BlackRock MuniYield Quality Fund shares in Q2 2026, an estimated $18.5K.
BlackRock MuniYield Quality Fund made up 0.06% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #55 holding.
Wheelhouse Advisory Group first reported a position in BlackRock MuniYield Quality Fund in Q4 2023 and has held it in 6 quarters since.
Wheelhouse Advisory Group's BlackRock MuniYield Quality Fund position peaked at $208K in Q1 2026.
204 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.