Carson Wealth (CWM LLC)’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$44.4K	Buy	+4,220	New	+$46.5K	﹤0.01%	3902
2023 Q3	–	Sell	-462	Closed	-$5K	–	4405
2023 Q2	$5K	Sell	462 -1,438	-76%	-$15.7K	﹤0.01%	3452
2023 Q1	$22K	Sell	1,900 -352	-16%	-$3.93K	﹤0.01%	2438
2022 Q4	$25K	Buy	2,252 +1,900	+540%	+$20.2K	﹤0.01%	2209
2022 Q3	$4K	Hold	352	–	–	﹤0.01%	3190
2022 Q2	$4K	Buy	+352	New	+$4.12K	﹤0.01%	3105
2022 Q1	–	Sell	-49	Closed	-$1K	–	3745
2021 Q4	$1K	Buy	+49	New	+$716	﹤0.01%	3344
2021 Q2	$2K	Hold	148	–	–	﹤0.01%	2676
2021 Q1	$2K	Hold	148	–	–	﹤0.01%	2676
2020 Q4	$2K	Hold	148	–	–	﹤0.01%	2675
2020 Q3	$2K	Hold	148	–	–	﹤0.01%	2674
2020 Q2	$2K	Hold	148	–	–	﹤0.01%	2673
2020 Q1	$2K	Hold	148	–	–	﹤0.01%	2673
2019 Q4	$2K	Hold	148	–	–	﹤0.01%	2672
2019 Q3	$2K	Hold	148	–	–	﹤0.01%	2672
2019 Q2	$2K	Hold	148	–	–	﹤0.01%	2672
2019 Q1	$2K	Buy	+148	New	+$1.85K	﹤0.01%	2671

Other funds holding MYI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MYI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in BlackRock MuniYield Quality Fund III (MYI) in Q1 2026: 4,220 shares worth $44.4K. The stake represents ﹤0.01% of the portfolio and ranks #3902 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in MYI as recently as Q2 2023.

Carson Wealth (CWM LLC) first reported a position in MYI in Q1 2019 and has held it in 17 quarters since. 152 funds tracked by Wall St. Rank hold MYI as of Q1 2026.

Carson Wealth (CWM LLC) held 4,220 shares of BlackRock MuniYield Quality Fund III worth $44.4K as of Q1 2026.
BlackRock MuniYield Quality Fund III was a new Carson Wealth (CWM LLC) position in Q1 2026.
BlackRock MuniYield Quality Fund III made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3902 holding.
Carson Wealth (CWM LLC) first reported a position in BlackRock MuniYield Quality Fund III in Q1 2019 and has held it in 17 quarters since.
152 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.