Avantax Planning Partners’s BlackRock MuniYield Fund MYD Stock Holding History

Avantax Planning 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
2022 Q1	–	Sell	-18,102	Closed	-$266K	–	374
2021 Q4	$266K	Hold	18,102	–	–	0.01%	292
2021 Q3	$269K	Hold	18,102	–	–	0.01%	270
2021 Q2	$273K	Hold	18,102	–	–	0.01%	268
2021 Q1	$260K	Hold	18,102	–	–	0.01%	259
2020 Q4	$260K	Sell	18,102 -6,934	-28%	-$95.9K	0.01%	244
2020 Q3	$336K	Buy	+25,036	New	+$347K	0.02%	217

Other funds holding MYD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's MYD Position: Q1 2022 in Review

Avantax Planning Partners sold out of BlackRock MuniYield Fund (MYD) in Q1 2022, closing a stake of 18,102 shares — an estimated $266K sold.

Avantax Planning Partners first reported a position in MYD in Q3 2020 and held it in 6 quarters. The position peaked at $336K in Q3 2020. 81 funds tracked by Wall St. Rank hold MYD as of Q1 2022.

Avantax Planning Partners reported no remaining BlackRock MuniYield Fund position as of Q1 2022 after selling out during the quarter.
Avantax Planning Partners sold 18,102 BlackRock MuniYield Fund shares in Q1 2022, an estimated $266K.
Avantax Planning Partners first reported a position in BlackRock MuniYield Fund in Q3 2020 and held it in 6 quarters.
Avantax Planning Partners's BlackRock MuniYield Fund position peaked at $336K in Q3 2020.
81 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.