Mascoma Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Mascoma Wealth Management’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	$13.5K	Hold	1,218	–	–	﹤0.01%	303
2026 Q1	$12.8K	Buy	+1,218	New	+$13.4K	﹤0.01%	297
2025 Q2	–	Sell	-85	Closed	-$934	–	486
2025 Q1	$934	Hold	85	–	–	﹤0.01%	475
2024 Q4	$938	Hold	85	–	–	﹤0.01%	494
2024 Q3	$1.02K	Hold	85	–	–	﹤0.01%	437
2024 Q2	$950	Hold	85	–	–	﹤0.01%	472
2024 Q1	$974	Hold	85	–	–	﹤0.01%	436
2023 Q4	$989	Hold	85	–	–	﹤0.01%	451
2023 Q3	$812	Hold	85	–	–	﹤0.01%	485
2023 Q2	$910	Hold	85	–	–	﹤0.01%	463
2023 Q1	$945	Hold	85	–	–	﹤0.01%	567
2022 Q4	$953	Hold	85	–	–	﹤0.01%	585
2022 Q3	$1K	Hold	85	–	–	﹤0.01%	580
2022 Q2	$1K	Buy	+85	New	+$996	﹤0.01%	587

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

Mascoma Wealth Management's MYI Position: Q2 2026 in Review

Mascoma Wealth Management held its BlackRock MuniYield Quality Fund III (MYI) position steady in Q2 2026 at 1,218 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Mascoma Wealth Management first reported a position in MYI in Q2 2022 and has held it in 14 quarters since. 154 funds tracked by Wall St. Rank hold MYI as of Q2 2026.

Mascoma Wealth Management held 1,218 shares of BlackRock MuniYield Quality Fund III worth $13.5K as of Q2 2026.
Mascoma Wealth Management left its BlackRock MuniYield Quality Fund III share count unchanged in Q2 2026.
BlackRock MuniYield Quality Fund III made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #303 holding.
Mascoma Wealth Management first reported a position in BlackRock MuniYield Quality Fund III in Q2 2022 and has held it in 14 quarters since.
154 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.