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Buckingham Strategic Wealth’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Buckingham Strategic Wealth’s Portfolio MIY Stock Details MIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$218K Sell
19,035
-6,866
-27% -$77.4K ﹤0.01% 686
2024
Q1 		$298K Hold
25,901
– – ﹤0.01% 592
2023
Q4 		$294K Buy
+25,901
New +$271K ﹤0.01% 574

Other funds holding MIY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's MIY Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its BlackRock MuniYield Michigan Quality Fund (MIY) stake by 27% in Q2 2024, selling an estimated $77.4K and leaving 19,035 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Buckingham Strategic Wealth first reported a position in MIY in Q4 2023 and has held it in 3 quarters since. The position peaked at $298K in Q1 2024. 64 funds tracked by Wall St. Rank hold MIY as of Q2 2024.

  • Buckingham Strategic Wealth held 19,035 shares of BlackRock MuniYield Michigan Quality Fund worth $218K as of Q2 2024.
  • Buckingham Strategic Wealth sold 6,866 BlackRock MuniYield Michigan Quality Fund shares in Q2 2024, an estimated $77.4K.
  • BlackRock MuniYield Michigan Quality Fund made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #686 holding.
  • Buckingham Strategic Wealth first reported a position in BlackRock MuniYield Michigan Quality Fund in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's BlackRock MuniYield Michigan Quality Fund position peaked at $298K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.