Ahrens Investment Partners’s BlackRock MuniYield Fund MYD Stock Holding History

Ahrens Investment Partners’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 Q1	$63.7K	Buy	+5,929	New	+$63.7K	0.03%	281
2022 Q3	–	Sell	-4,429	Closed	-$49K	–	635
2022 Q2	$49K	Hold	4,429	–	–	0.02%	327
2022 Q1	$56K	Sell	4,429 -16,500	-79%	-$218K	0.02%	364
2021 Q4	$308K	Hold	20,929	–	–	0.14%	134
2021 Q3	$311K	Hold	20,929	–	–	0.15%	146
2021 Q2	$316K	Hold	20,929	–	–	0.15%	158
2021 Q1	$300K	Buy	20,929 +7,000	+50%	+$100K	0.15%	150
2020 Q4	$200K	Buy	+13,929	New	+$193K	0.11%	170
2018 Q3	–	Sell	-11,921	Closed	-$159K	–	183
2018 Q2	$159K	Sell	11,921 -300	-2%	-$3.97K	0.07%	160
2018 Q1	$163K	Sell	12,221 -5,943	-33%	-$82.5K	0.07%	144
2017 Q4	$264K	Buy	18,164 +2,000	+12%	+$29.1K	0.11%	126
2017 Q3	$243K	Sell	16,164 -1,986	-11%	-$30.5K	0.1%	120
2017 Q2	$272K	Buy	18,150 +700	+4%	+$10.4K	0.12%	104
2017 Q1	$251K	Buy	17,450 +3,700	+27%	+$53.2K	0.12%	106
2016 Q4	$194K	Buy	+13,750	New	+$199K	0.1%	127

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

Woodline Partners San Francisco, California $32.4B AUM 58.5% 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

VCM

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Ahrens Investment Partners's MYD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in BlackRock MuniYield Fund (MYD) in Q1 2023: 5,929 shares worth $63.7K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MYD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MYD in Q4 2016 and has held it in 15 quarters since. The position peaked at $316K in Q2 2021. 95 funds tracked by Wall St. Rank hold MYD as of Q1 2023.

Ahrens Investment Partners held 5,929 shares of BlackRock MuniYield Fund worth $63.7K as of Q1 2023.
BlackRock MuniYield Fund was a new Ahrens Investment Partners position in Q1 2023.
BlackRock MuniYield Fund made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #281 holding.
Ahrens Investment Partners first reported a position in BlackRock MuniYield Fund in Q4 2016 and has held it in 15 quarters since.
Ahrens Investment Partners's BlackRock MuniYield Fund position peaked at $316K in Q2 2021.
95 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.