Accel Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

Accel Wealth Management’s Portfolio MYD Stock Details MYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,722	Closed	-$29.3K	–	609
2023 Q1	$29.3K	Hold	2,722	–	–	0.01%	612
2022 Q4	$28.3K	Hold	2,722	–	–	0.01%	474
2022 Q3	$27K	Buy	2,722 +38	+1%	+$424	0.01%	488
2022 Q2	$31K	Buy	2,684 +36	+1%	+$411	0.02%	446
2022 Q1	$34K	Buy	2,648 +31	+1%	+$410	0.02%	445
2021 Q4	$38K	Buy	2,617 +39	+2%	+$568	0.02%	435
2021 Q3	$38K	Buy	2,578 +28	+1%	+$428	0.02%	373
2021 Q2	$39K	Buy	2,550 +29	+1%	+$432	0.03%	391
2021 Q1	$36K	Buy	2,521 +20	+0.8%	+$286	0.03%	379
2020 Q4	$36K	Buy	+2,501	New	+$34.6K	0.03%	363

Other funds holding MYD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's MYD Position: Q2 2023 in Review

Accel Wealth Management sold out of BlackRock MuniYield Fund (MYD) in Q2 2023, closing a stake of 2,722 shares — an estimated $29.3K sold.

Accel Wealth Management first reported a position in MYD in Q4 2020 and held it in 10 quarters. The position peaked at $39K in Q2 2021. 96 funds tracked by Wall St. Rank hold MYD as of Q2 2023.

Accel Wealth Management reported no remaining BlackRock MuniYield Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,722 BlackRock MuniYield Fund shares in Q2 2023, an estimated $29.3K.
Accel Wealth Management first reported a position in BlackRock MuniYield Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's BlackRock MuniYield Fund position peaked at $39K in Q2 2021.
96 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.