XF
BYM

XML Financial’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

XML Financial’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
2023
Q2 		– Sell
-11,738
Closed -$134K – 342
2023
Q1 		$134K Hold
11,738
– – 0.02% 319
2022
Q4 		$133K Sell
11,738
-1,300
-10% -$14.3K 0.02% 314
2022
Q3 		$143K Buy
+13,038
New +$165K 0.02% 297
2022
Q2 		– Sell
-19,116
Closed -$253K – 248
2022
Q1 		$253K Buy
19,116
+633
+3% +$8.85K 0.03% 282
2021
Q4 		$289K Buy
18,483
+667
+4% +$10.3K 0.03% 264
2021
Q3 		$272K Buy
+17,816
New +$285K 0.04% 259

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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 $27.6B AUM 23.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

XML Financial's BYM Position: Q2 2023 in Review

XML Financial sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2023, closing a stake of 11,738 shares — an estimated $134K sold.

XML Financial first reported a position in BYM in Q3 2021 and held it in 6 quarters. The position peaked at $289K in Q4 2021. 60 funds tracked by Wall St. Rank hold BYM as of Q2 2023.

  • XML Financial reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2023 after selling out during the quarter.
  • XML Financial sold 11,738 BlackRock Municipal Income Quality Trust shares in Q2 2023, an estimated $134K.
  • XML Financial first reported a position in BlackRock Municipal Income Quality Trust in Q3 2021 and held it in 6 quarters.
  • XML Financial's BlackRock Municipal Income Quality Trust position peaked at $289K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2023.

Based on XML Financial's 13F filing for Q2 2023, filed 7 Aug 2023.