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

HWAM

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

MSL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 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. 126 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.
126 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.