IFP Advisors’s BlackRock MuniYield Fund MYD Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-1,444	Closed	-$19K	–	4054
2022 Q4	$19K	Sell	1,444 -1,712	-54%	-$17.4K	﹤0.01%	2929
2022 Q3	$42K	Buy	3,156 +343	+12%	+$3.82K	﹤0.01%	2503
2022 Q2	$37K	Hold	2,813	–	–	﹤0.01%	2376
2022 Q1	$37K	Buy	+2,813	New	+$37.2K	﹤0.01%	2376
2019 Q1	–	Sell	-2,020	Closed	-$25K	–	3036
2018 Q4	$25K	Buy	2,020 +73	+4%	+$945	﹤0.01%	2000
2018 Q3	$26K	Hold	1,947	–	–	﹤0.01%	2314
2018 Q2	$26K	Sell	1,947 -1,393	-42%	-$18.4K	﹤0.01%	2314
2018 Q1	$48K	Hold	3,340	–	–	﹤0.01%	1838
2017 Q4	$48K	Sell	3,340 -4,193	-56%	-$60.9K	﹤0.01%	1855
2017 Q3	$113K	Buy	7,533 +1,966	+35%	+$30.2K	﹤0.01%	1482
2017 Q2	$83K	Buy	5,567 +2,278	+69%	+$33.8K	﹤0.01%	1638
2017 Q1	$47K	Buy	3,289 +1,208	+58%	+$17.4K	﹤0.01%	1967
2016 Q4	$29K	Buy	2,081 +716	+52%	+$10.3K	﹤0.01%	2224
2016 Q3	$22K	Buy	1,365 +10	+0.7%	+$160	﹤0.01%	2346
2016 Q2	$22K	Buy	+1,355	New	+$21.4K	﹤0.01%	2289
2016 Q1	–	Sell	-751	Closed	-$11K	–	3027
2015 Q4	$11K	Buy	+751	New	+$10.9K	﹤0.01%	2531

Other funds holding MYD

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return