Soccio Phillip has executed 73 transactions across five companies, with a clear selling bias reflected in the aggregate dollar values: $73,479.75 in total sales compared to $33,620.90 in purchases. The activity is concentrated in municipal bond-focused closed-end funds, including BlackRock MuniYield Quality Fund (MQY), BlackRock MuniYield Quality Fund II (MQT), BlackRock MuniYield Quality Fund III (MYI), and BlackRock MuniVest Fund (MVF). Recent transactions, all coded as discretionary (J), occurred on February 23, 2026, with sales ranging from $761.69 (MQY) to $1,227.07 (MYI). Earlier that month, Soccio disposed of shares in BlackRock MuniHoldings Fund (MHD) and BlackRock MuniHoldings Quality Fund II (MUE) on February 9, each valued at approximately $1,243.
The most notable activity occurred on January 30, 2026, involving BlackRock MuniAssets Fund (MUA), where Soccio acquired shares via an award (A) worth $2,000 while simultaneously disposing of $7,875.62 in shares (D). That same day, discretionary sales were recorded for MQT ($756.92), BlackRock MuniYield Fund (MYD) ($474.68), and MVF ($609.17). The absence of recent buys and the predominance of small-to-mid-sized sales—typically under $1,300—suggest a consistent divestment pattern across these funds. The transactions appear routine, with no single trade exceeding $2,000 in value, and no recent activity indicating a shift in strategy.
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