Creative Planning
MYI icon

Creative Planning’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Creative Planning’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 		$116K Buy
10,993
+976
+10% +$10.8K ﹤0.01% 3869
2025
Q4 		$109K Sell
10,017
-1,222
-11% -$13.4K ﹤0.01% 3699
2025
Q3 		$125K Buy
11,239
+1,000
+10% +$10.6K ﹤0.01% 3634
2025
Q2 		$107K Hold
10,239
– – ﹤0.01% 3415
2025
Q1 		$113K Hold
10,239
– – ﹤0.01% 3227
2024
Q4 		$113K Buy
+10,239
New +$117K ﹤0.01% 3136
2024
Q3 		– Sell
-10,239
Closed -$114K – 3273
2024
Q2 		$114K Sell
10,239
-1,547
-13% -$17.2K ﹤0.01% 2815
2024
Q1 		$135K Sell
11,786
-2,435
-17% -$27.7K ﹤0.01% 2657
2023
Q4 		$166K Buy
14,221
+1,182
+9% +$12.3K ﹤0.01% 2490
2023
Q3 		$125K Hold
13,039
– – ﹤0.01% 2357
2023
Q2 		$143K Buy
13,039
+1,000
+8% +$10.9K ﹤0.01% 2290
2023
Q1 		$137K Hold
12,039
– – ﹤0.01% 2206
2022
Q4 		$135K Buy
12,039
+450
+4% +$4.78K ﹤0.01% 2109
2022
Q3 		$121K Hold
11,589
– – ﹤0.01% 2001
2022
Q2 		$135K Buy
+11,589
New +$136K ﹤0.01% 1935
2021
Q3 		– Sell
-10,107
Closed -$150K – 2186
2021
Q2 		$150K Sell
10,107
-4,196
-29% -$61K ﹤0.01% 1835
2021
Q1 		$204K Hold
14,303
– – ﹤0.01% 2085
2020
Q4 		$207K Buy
14,303
+2,800
+24% +$38.5K ﹤0.01% 1881
2020
Q3 		$155K Sell
11,503
-4,693
-29% -$63.2K ﹤0.01% 1745
2020
Q2 		$211K Buy
16,196
+3,540
+28% +$44.4K ﹤0.01% 1495
2020
Q1 		$162K Sell
12,656
-3,100
-20% -$41.9K ﹤0.01% 1438
2019
Q4 		$213K Buy
15,756
+1,440
+10% +$19.4K ﹤0.01% 1600
2019
Q3 		$194K Hold
14,316
– – ﹤0.01% 1619
2019
Q2 		$189K Hold
14,316
– – ﹤0.01% 1634
2019
Q1 		$185K Buy
+14,316
New +$179K ﹤0.01% 1609
2018
Q1 		– Sell
-11,958
Closed -$165K – 2087
2017
Q4 		$165K Hold
11,958
– – ﹤0.01% 1658
2017
Q3 		$171K Buy
11,958
+4,410
+58% +$64K ﹤0.01% 1637
2017
Q2 		$108K Sell
7,548
-2,224
-23% -$31.7K ﹤0.01% 1932
2017
Q1 		$136K Sell
9,772
-14,235
-59% -$196K ﹤0.01% 1752
2016
Q4 		$328K Sell
24,007
-337
-1% -$4.7K ﹤0.01% 1150
2016
Q3 		$371K Buy
24,344
+1,227
+5% +$19K ﹤0.01% 1058
2016
Q2 		$362K Sell
23,117
-1,900
-8% -$29.3K ﹤0.01% 936
2016
Q1 		$377K Buy
25,017
+1,900
+8% +$28.3K ﹤0.01% 873
2015
Q4 		$341K Sell
23,117
-100
-0.4% -$1.43K ﹤0.01% 931
2015
Q3 		$324K Sell
23,217
-475
-2% -$6.65K ﹤0.01% 930
2015
Q2 		$326K Buy
23,692
+105
+0.4% +$1.48K ﹤0.01% 776
2015
Q1 		$335K Buy
23,587
+1,943
+9% +$27.8K ﹤0.01% 939
2014
Q4 		$305K Hold
21,644
– – ﹤0.01% 929
2014
Q3 		$297K Hold
21,644
– – ﹤0.01% 866
2014
Q2 		$299K Buy
21,644
+3,972
+22% +$54.9K ﹤0.01% 843
2014
Q1 		$240K Buy
17,672
+14,235
+414% +$188K ﹤0.01% 914
2013
Q4 		$44K Buy
3,437
+1,213
+55% +$15.3K ﹤0.01% 1689
2013
Q3 		$29K Sell
2,224
-1,000
-31% -$12.9K ﹤0.01% 1873
2013
Q2 		$45K Buy
+3,224
New +$47.8K ﹤0.01% 1444

Other funds holding MYI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Creative Planning's MYI Position: Q1 2026 in Review

Creative Planning increased its BlackRock MuniYield Quality Fund III (MYI) stake by 9.7% in Q1 2026, buying an estimated $10.8K and bringing the position to 10,993 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

Creative Planning first reported a position in MYI in Q2 2013 and has held it in 44 quarters since. The position peaked at $377K in Q1 2016. 152 funds tracked by Wall St. Rank hold MYI as of Q1 2026.

  • Creative Planning held 10,993 shares of BlackRock MuniYield Quality Fund III worth $116K as of Q1 2026.
  • Creative Planning bought 976 BlackRock MuniYield Quality Fund III shares in Q1 2026, an estimated $10.8K.
  • BlackRock MuniYield Quality Fund III made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3869 holding.
  • Creative Planning first reported a position in BlackRock MuniYield Quality Fund III in Q2 2013 and has held it in 44 quarters since.
  • Creative Planning's BlackRock MuniYield Quality Fund III position peaked at $377K in Q1 2016.
  • 152 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.