Cerity Partners’s BlackRock MuniYield Fund MYD Stock Holding History

Cerity Partners’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
2024 Q4	–	Sell	-11,407	Closed	-$130K	–	2534
2024 Q3	$130K	Buy	11,407 +40	+0.4%	+$446	﹤0.01%	2398
2024 Q2	$123K	Buy	+11,367	New	+$122K	﹤0.01%	2088

Other funds holding MYD

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

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

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's MYD Position: Q4 2024 in Review

Cerity Partners sold out of BlackRock MuniYield Fund (MYD) in Q4 2024, closing a stake of 11,407 shares — an estimated $130K sold.

Cerity Partners first reported a position in MYD in Q2 2024 and held it in 2 quarters. The position peaked at $130K in Q3 2024. 101 funds tracked by Wall St. Rank hold MYD as of Q4 2024.

Cerity Partners reported no remaining BlackRock MuniYield Fund position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 11,407 BlackRock MuniYield Fund shares in Q4 2024, an estimated $130K.
Cerity Partners first reported a position in BlackRock MuniYield Fund in Q2 2024 and held it in 2 quarters.
Cerity Partners's BlackRock MuniYield Fund position peaked at $130K in Q3 2024.
101 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.