Plancorp LLC’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Plancorp LLC’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 Q1	–	Sell	-20,000	Closed	-$217K	–	391
2025 Q4	$217K	Hold	20,000	–	–	0.01%	338
2025 Q3	$222K	Buy	+20,000	New	+$212K	0.01%	343
2025 Q2	–	Sell	-10,000	Closed	-$110K	–	382
2025 Q1	$110K	Buy	+10,000	New	+$111K	﹤0.01%	349

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Plancorp LLC's MYI Position: Q1 2026 in Review

Plancorp LLC sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2026, closing a stake of 20,000 shares — an estimated $217K sold.

Plancorp LLC first reported a position in MYI in Q1 2025 and held it in 3 quarters. The position peaked at $222K in Q3 2025. 152 funds tracked by Wall St. Rank hold MYI as of Q1 2026.

Plancorp LLC reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2026 after selling out during the quarter.
Plancorp LLC sold 20,000 BlackRock MuniYield Quality Fund III shares in Q1 2026, an estimated $217K.
Plancorp LLC first reported a position in BlackRock MuniYield Quality Fund III in Q1 2025 and held it in 3 quarters.
Plancorp LLC's BlackRock MuniYield Quality Fund III position peaked at $222K in Q3 2025.
152 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.