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Carolinas Wealth Consulting’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Carolinas Wealth Consulting’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
-5,003
Closed -$55K – 610
2025
Q1 		$55K Buy
+5,003
New +$55.5K 0.01% 339

Other funds holding MYI

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Carolinas Wealth Consulting's MYI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2025, closing a stake of 5,003 shares — an estimated $55K sold.

Carolinas Wealth Consulting first reported a position in MYI in Q1 2025 and held it in 1 quarter. The position peaked at $55K in Q1 2025. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,003 BlackRock MuniYield Quality Fund III shares in Q2 2025, an estimated $55K.
  • Carolinas Wealth Consulting first reported a position in BlackRock MuniYield Quality Fund III in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's BlackRock MuniYield Quality Fund III position peaked at $55K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.