BerganKDV Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

BerganKDV Wealth Management’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	-3,000	Closed	-$44K	–	1062
2021 Q4	$44K	Hold	3,000	–	–	﹤0.01%	443
2021 Q3	$45K	Buy	+3,000	New	+$45.9K	0.01%	414

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

BerganKDV Wealth Management's MYD Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of BlackRock MuniYield Fund (MYD) in Q1 2022, closing a stake of 3,000 shares — an estimated $44K sold.

BerganKDV Wealth Management first reported a position in MYD in Q3 2021 and held it in 2 quarters. The position peaked at $45K in Q3 2021. 81 funds tracked by Wall St. Rank hold MYD as of Q1 2022.

BerganKDV Wealth Management reported no remaining BlackRock MuniYield Fund position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 3,000 BlackRock MuniYield Fund shares in Q1 2022, an estimated $44K.
BerganKDV Wealth Management first reported a position in BlackRock MuniYield Fund in Q3 2021 and held it in 2 quarters.
BerganKDV Wealth Management's BlackRock MuniYield Fund position peaked at $45K in Q3 2021.
81 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.