CWC
MYD

Carolinas Wealth Consulting’s BlackRock MuniYield Fund MYD Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-1,821
Closed -$19.1K – 1085
2023
Q2 		$19.1K Hold
1,821
– – ﹤0.01% 482
2023
Q1 		$19.6K Hold
1,821
– – ﹤0.01% 503
2022
Q4 		$19K Hold
1,821
– – ﹤0.01% 506
2022
Q3 		$18K Hold
1,821
– – ﹤0.01% 464
2022
Q2 		$20K Hold
1,821
– – 0.01% 448
2022
Q1 		$23K Hold
1,821
– – 0.01% 457
2021
Q4 		$27K Hold
1,821
– – 0.01% 439
2021
Q3 		$27K Hold
1,821
– – 0.01% 424
2021
Q2 		$28K Hold
1,821
– – 0.01% 449
2021
Q1 		$26K Hold
1,821
– – 0.01% 470
2020
Q4 		$26K Sell
1,821
-800
-31% -$11.1K 0.01% 438
2020
Q3 		$35K Buy
+2,621
New +$36.3K 0.01% 332

Other funds holding MYD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carolinas Wealth Consulting's MYD Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of BlackRock MuniYield Fund (MYD) in Q3 2023, closing a stake of 1,821 shares — an estimated $19.1K sold.

Carolinas Wealth Consulting first reported a position in MYD in Q3 2020 and held it in 12 quarters. The position peaked at $35K in Q3 2020. 99 funds tracked by Wall St. Rank hold MYD as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining BlackRock MuniYield Fund position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,821 BlackRock MuniYield Fund shares in Q3 2023, an estimated $19.1K.
  • Carolinas Wealth Consulting first reported a position in BlackRock MuniYield Fund in Q3 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's BlackRock MuniYield Fund position peaked at $35K in Q3 2020.
  • 99 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.