Atria Wealth Solutions’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Atria Wealth Solutions’s Portfolio MYI Stock Details MYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Hold	32,013	–	–	0.01%	1100
2025 Q1	$354K	Hold	32,013	–	–	﹤0.01%	1382
2024 Q4	$353K	Hold	32,013	–	–	﹤0.01%	1449
2024 Q3	$386K	Sell	32,013 -900	-3%	-$10.4K	﹤0.01%	1372
2024 Q2	$370K	Sell	32,913 -1,137	-3%	-$12.6K	﹤0.01%	1382
2024 Q1	$392K	Hold	34,050	–	–	﹤0.01%	1379
2023 Q4	$396K	Sell	34,050 -1,579	-4%	-$16.4K	0.01%	1329
2023 Q3	$342K	Buy	35,629 +1,625	+5%	+$17.1K	﹤0.01%	1332
2023 Q2	$373K	Sell	34,004 -472	-1%	-$5.17K	0.01%	1311
2023 Q1	$392K	Buy	34,476 +929	+3%	+$10.4K	0.01%	1275
2022 Q4	$376K	Buy	33,547 +19,647	+141%	+$209K	0.01%	1233
2022 Q3	$146K	Buy	+13,900	New	+$162K	﹤0.01%	1596

Other funds holding MYI

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

HWAM

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Atria Wealth Solutions's MYI Position: Q2 2025 in Review

Atria Wealth Solutions held its BlackRock MuniYield Quality Fund III (MYI) position steady in Q2 2025 at 32,013 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1100.

Atria Wealth Solutions first reported a position in MYI in Q3 2022 and has held it in 12 quarters since. The position peaked at $396K in Q4 2023. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2025.

Atria Wealth Solutions held 32,013 shares of BlackRock MuniYield Quality Fund III worth $338K as of Q2 2025.
Atria Wealth Solutions left its BlackRock MuniYield Quality Fund III share count unchanged in Q2 2025.
BlackRock MuniYield Quality Fund III made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1100 holding.
Atria Wealth Solutions first reported a position in BlackRock MuniYield Quality Fund III in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's BlackRock MuniYield Quality Fund III position peaked at $396K in Q4 2023.
97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.