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BFS
Bard Financial Services’s
BlackRock MuniYield Quality Fund III
MYI
Stock Holding History
Bard Financial Services’s Portfolio
MYI Stock Details
MYI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$305K
Sell
27,500
-12,500
-31%
-$132K
0.03%
173
2025
Q2
$420K
Sell
40,000
-17,500
-30%
-$184K
0.05%
155
2025
Q1
$632K
Buy
57,500
+42,500
+283%
+$471K
0.08%
136
2024
Q4
$166K
Hold
15,000
–
–
0.02%
191
2024
Q3
$180K
Sell
15,000
-48,000
-76%
-$554K
0.02%
194
2024
Q2
$704K
Sell
63,000
-32,000
-34%
-$355K
0.07%
134
2024
Q1
$1.09M
Hold
95,000
–
–
0.12%
113
2023
Q4
$1.11M
Buy
95,000
+80,000
+533%
+$829K
0.12%
110
2023
Q3
$143K
Buy
15,000
+2,500
+20%
+$26.4K
0.02%
212
2023
Q2
$137K
Buy
+12,500
New
+$137K
0.01%
302
Other funds holding MYI
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2B AUM
0.66%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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