Pettinga Financial Advisors’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-92,488
| Closed | -$970K | – | 156 |
|
|
2025
Q4 | $970K | Buy |
92,488
+22,798
| +33% | +$240K | 0.18% | 74 |
|
|
2025
Q3 | $736K | Buy |
69,690
+39,630
| +132% | +$402K | 0.14% | 79 |
|
|
2025
Q2 | $302K | Buy |
30,060
+13,880
| +86% | +$140K | 0.07% | 106 |
|
|
2025
Q1 | $171K | Buy |
+16,180
| New | +$173K | 0.04% | 127 |
|
|
2024
Q3 | – | Sell |
-11,540
| Closed | -$125K | – | 121 |
|
|
2024
Q2 | $125K | Buy |
+11,540
| New | +$124K | 0.03% | 119 |
|
|
2024
Q1 | – | Sell |
-45,000
| Closed | -$485K | – | 125 |
|
|
2023
Q4 | $485K | Buy |
+45,000
| New | +$442K | 0.13% | 79 |
|