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Provenance Wealth Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Provenance Wealth Advisors’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
2025
Q1 		– Sell
-676
Closed -$7.46K – 571
2024
Q4 		$7.46K Hold
676
– – ﹤0.01% 341
2024
Q3 		$8.11K Buy
+676
New +$7.8K ﹤0.01% 358

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Provenance Wealth Advisors's MYI Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2025, closing a stake of 676 shares — an estimated $7.46K sold.

Provenance Wealth Advisors first reported a position in MYI in Q3 2024 and held it in 2 quarters. The position peaked at $8.11K in Q3 2024. 101 funds tracked by Wall St. Rank hold MYI as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 676 BlackRock MuniYield Quality Fund III shares in Q1 2025, an estimated $7.46K.
  • Provenance Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's BlackRock MuniYield Quality Fund III position peaked at $8.11K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.