Independent Financial Group’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Independent Financial Group’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 Q2	–	Sell	-22,000	Closed	-$249K	–	908
2023 Q1	$249K	Hold	22,000	–	–	0.02%	692
2022 Q4	$247K	Buy	+22,000	New	+$234K	0.02%	638
2022 Q3	–	Sell	-12,850	Closed	-$150K	–	771
2022 Q2	$150K	Buy	+12,850	New	+$151K	0.02%	658

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Independent Financial Group's MYI Position: Q2 2023 in Review

Independent Financial Group sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2023, closing a stake of 22,000 shares — an estimated $249K sold.

Independent Financial Group first reported a position in MYI in Q2 2022 and held it in 3 quarters. The position peaked at $249K in Q1 2023. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2023.

Independent Financial Group reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2023 after selling out during the quarter.
Independent Financial Group sold 22,000 BlackRock MuniYield Quality Fund III shares in Q2 2023, an estimated $249K.
Independent Financial Group first reported a position in BlackRock MuniYield Quality Fund III in Q2 2022 and held it in 3 quarters.
Independent Financial Group's BlackRock MuniYield Quality Fund III position peaked at $249K in Q1 2023.
97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.