Concurrent Investment Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Concurrent Investment Advisors’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 Q2	$1.53M	Buy	138,130 +7,953	+6%	+$86.7K	0.01%	809
2026 Q1	$1.37M	Buy	130,177 +92,711	+247%	+$1.02M	0.01%	749
2025 Q4	$407K	Buy	37,466 +636	+2%	+$6.98K	﹤0.01%	1239
2025 Q3	$408K	Buy	36,830 +800	+2%	+$8.48K	0.01%	1011
2025 Q2	$378K	Buy	36,030 +2,685	+8%	+$28.2K	0.01%	961
2025 Q1	$366K	Buy	33,345 +22,699	+213%	+$252K	0.01%	839
2024 Q4	$118K	Hold	10,646	–	–	﹤0.01%	1042
2024 Q3	$128K	Hold	10,646	–	–	﹤0.01%	992
2024 Q2	$119K	Hold	10,646	–	–	﹤0.01%	921
2024 Q1	$122K	Buy	10,646 +310	+3%	+$3.53K	﹤0.01%	847
2023 Q4	$120K	Buy	+10,336	New	+$107K	0.01%	811

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Concurrent Investment Advisors's MYI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BlackRock MuniYield Quality Fund III (MYI) stake by 6.1% in Q2 2026, buying an estimated $86.7K and bringing the position to 138,130 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #809.

Concurrent Investment Advisors first reported a position in MYI in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold MYI as of Q2 2026.

Concurrent Investment Advisors held 138,130 shares of BlackRock MuniYield Quality Fund III worth $1.53M as of Q2 2026.
Concurrent Investment Advisors bought 7,953 BlackRock MuniYield Quality Fund III shares in Q2 2026, an estimated $86.7K.
BlackRock MuniYield Quality Fund III made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #809 holding.
Concurrent Investment Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q4 2023 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.