Avior Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Avior Wealth Management’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	–	Sell	-19,701	Closed	-$217K	–	755
2025 Q1	$217K	Buy	19,701 +1,845	+10%	+$20.5K	0.01%	636
2024 Q4	$197K	Buy	17,856 +867	+5%	+$9.92K	0.01%	707
2024 Q3	$204K	Sell	16,989 -19	-0.1%	-$219	0.01%	684
2024 Q2	$190K	Sell	17,008 -10,188	-37%	-$113K	0.01%	681
2024 Q1	$312K	Buy	+27,196	New	+$309K	0.01%	574

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

Avior Wealth Management's MYI Position: Q2 2025 in Review

Avior Wealth Management sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2025, closing a stake of 19,701 shares — an estimated $217K sold.

Avior Wealth Management first reported a position in MYI in Q1 2024 and held it in 5 quarters. The position peaked at $312K in Q1 2024. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2025.

Avior Wealth Management reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 19,701 BlackRock MuniYield Quality Fund III shares in Q2 2025, an estimated $217K.
Avior Wealth Management first reported a position in BlackRock MuniYield Quality Fund III in Q1 2024 and held it in 5 quarters.
Avior Wealth Management's BlackRock MuniYield Quality Fund III position peaked at $312K in Q1 2024.
97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.