Melone Private Wealth
MIY icon

Melone Private Wealth’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Melone Private Wealth’s Portfolio MIY Stock Details MIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.32M Sell
205,894
-10,177
-5% -$125K 0.91% 26
2026
Q2 		$2.65M Sell
216,071
-64,823
-23% -$779K 1.01% 25
2026
Q1 		$3.34M Sell
280,894
-16,314
-5% -$199K 1.36% 24
2025
Q4 		$3.49M Sell
297,208
-9,793
-3% -$113K 1.48% 22
2025
Q3 		$3.46M Sell
307,001
-70,620
-19% -$785K 1.57% 20
2025
Q2 		$4.13M Buy
377,621
+8,364
+2% +$94.3K 2.11% 19
2025
Q1 		$4.2M Buy
369,257
+1,891
+0.5% +$21.8K 2.2% 19
2024
Q4 		$4.11M Sell
367,366
-11,130
-3% -$130K 2.13% 19
2024
Q3 		$4.55M Buy
378,496
+1,809
+0.5% +$21.2K 2.41% 17
2024
Q2 		$4.31M Buy
376,687
+3,882
+1% +$43.8K 2.55% 16
2024
Q1 		$4.29M Sell
372,805
-9,294
-2% -$106K 2.58% 16
2023
Q4 		$4.34M Sell
382,099
-45,033
-11% -$471K 2.76% 16
2023
Q3 		$4.24M Sell
427,132
-3,464
-0.8% -$37.3K 3.03% 12
2023
Q2 		$4.76M Buy
430,596
+2,971
+0.7% +$32.8K 3.36% 11
2023
Q1 		$4.78M Buy
427,625
+22,450
+6% +$256K 3.65% 11
2022
Q4 		$4.49M Buy
405,175
+31,725
+8% +$362K 3.81% 11
2022
Q3 		$4.63M Buy
373,450
+20,495
+6% +$274K 4.04% 10
2022
Q2 		$4.74M Buy
352,955
+29,176
+9% +$378K 4.01% 10
2022
Q1 		$4.1M Buy
323,779
+44,585
+16% +$617K 3.34% 10
2021
Q4 		$4.28M Buy
+279,194
New +$4.26M 3.22% 10

Other funds holding MIY

Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Foresight Capital Management Advisors
Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
MeadowBrook Investment Advisors
MeadowBrook Investment Advisors Livonia, Michigan $126M AUM 19.68% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Melone Private Wealth's MIY Position: Q3 2026 in Review

Melone Private Wealth reduced its BlackRock MuniYield Michigan Quality Fund (MIY) stake by 4.7% in Q3 2026, selling an estimated $125K and leaving 205,894 shares worth $2.32M. The position accounts for 0.91% of the portfolio, ranked #26.

Melone Private Wealth first reported a position in MIY in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.78M in Q1 2023. 14 funds tracked by Wall St. Rank hold MIY as of Q3 2026.

  • Melone Private Wealth held 205,894 shares of BlackRock MuniYield Michigan Quality Fund worth $2.32M as of Q3 2026.
  • Melone Private Wealth sold 10,177 BlackRock MuniYield Michigan Quality Fund shares in Q3 2026, an estimated $125K.
  • BlackRock MuniYield Michigan Quality Fund made up 0.91% of Melone Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Melone Private Wealth first reported a position in BlackRock MuniYield Michigan Quality Fund in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's BlackRock MuniYield Michigan Quality Fund position peaked at $4.78M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.