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

SFMG 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
2026 Q2	$296K	Hold	26,645	–	–	0.02%	259
2026 Q1	$280K	Buy	26,645 +13,119	+97%	+$145K	0.02%	256
2025 Q4	$147K	Hold	13,526	–	–	0.01%	293
2025 Q3	$150K	Hold	13,526	–	–	0.01%	294
2025 Q2	$142K	Hold	13,526	–	–	0.01%	264
2025 Q1	$149K	Hold	13,526	–	–	0.01%	261
2024 Q4	$149K	Hold	13,526	–	–	0.01%	255
2024 Q3	$162K	Hold	13,526	–	–	0.01%	255
2024 Q2	$151K	Sell	13,526 -3,000	-18%	-$33.3K	0.01%	252
2024 Q1	$189K	Hold	16,526	–	–	0.02%	255
2023 Q4	$192K	Hold	16,526	–	–	0.02%	244
2023 Q3	$158K	Buy	+16,526	New	+$174K	0.02%	228

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

SFMG Wealth Advisors's MYI Position: Q2 2026 in Review

SFMG Wealth Advisors held its BlackRock MuniYield Quality Fund III (MYI) position steady in Q2 2026 at 26,645 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #259.

SFMG Wealth Advisors first reported a position in MYI in Q3 2023 and has held it in 12 quarters since. 154 funds tracked by Wall St. Rank hold MYI as of Q2 2026.

SFMG Wealth Advisors held 26,645 shares of BlackRock MuniYield Quality Fund III worth $296K as of Q2 2026.
SFMG Wealth Advisors left its BlackRock MuniYield Quality Fund III share count unchanged in Q2 2026.
BlackRock MuniYield Quality Fund III made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #259 holding.
SFMG Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q3 2023 and has held it in 12 quarters since.
154 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.