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

IFP 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
2023 Q1	–	Sell	-4,385	Closed	-$56K	–	4053
2022 Q4	$56K	Sell	4,385 -6,331	-59%	-$67.3K	﹤0.01%	2160
2022 Q3	$137K	Sell	10,716 -2,095	-16%	-$24.4K	﹤0.01%	1645
2022 Q2	$163K	Hold	12,811	–	–	0.01%	1402
2022 Q1	$163K	Buy	+12,811	New	+$171K	0.01%	1402
2019 Q1	$11K	Buy	+825	New	+$10.3K	﹤0.01%	1576
2018 Q3	–	Sell	-1,000	Closed	-$13K	–	3944
2018 Q2	$13K	Hold	1,000	–	–	﹤0.01%	2742
2018 Q1	$14K	Hold	1,000	–	–	﹤0.01%	2599
2017 Q4	$14K	Hold	1,000	–	–	﹤0.01%	2636
2017 Q3	$14K	Hold	1,000	–	–	﹤0.01%	2833
2017 Q2	$14K	Hold	1,000	–	–	﹤0.01%	2806
2017 Q1	$14K	Hold	1,000	–	–	﹤0.01%	2727
2016 Q4	$14K	Hold	1,000	–	–	﹤0.01%	2708
2016 Q3	$15K	Hold	1,000	–	–	﹤0.01%	2595
2016 Q2	$16K	Buy	1,000 +175	+21%	+$2.69K	﹤0.01%	2492
2016 Q1	$11K	Sell	825 -175	-18%	-$2.6K	﹤0.01%	1576
2015 Q4	$15K	Buy	+1,000	New	+$14.3K	﹤0.01%	2334

Other funds holding MYI

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

IFP Advisors's MYI Position: Q1 2023 in Review

IFP Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2023, closing a stake of 4,385 shares — an estimated $56K sold.

IFP Advisors first reported a position in MYI in Q4 2015 and held it in 16 quarters. The position peaked at $163K in Q2 2022. 97 funds tracked by Wall St. Rank hold MYI as of Q1 2023.

IFP Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 4,385 BlackRock MuniYield Quality Fund III shares in Q1 2023, an estimated $56K.
IFP Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q4 2015 and held it in 16 quarters.
IFP Advisors's BlackRock MuniYield Quality Fund III position peaked at $163K in Q2 2022.
97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.