SW
MYD

Simplicity Wealth’s BlackRock MuniYield Fund MYD Stock Holding History

Simplicity Wealth’s Portfolio MYD Stock Details MYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,527
Closed -$301K – 750
2025
Q3 		$301K Buy
+28,527
New +$289K 0.02% 563

Other funds holding MYD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
GC
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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Wealth's MYD Position: Q4 2025 in Review

Simplicity Wealth sold out of BlackRock MuniYield Fund (MYD) in Q4 2025, closing a stake of 28,527 shares — an estimated $301K sold.

Simplicity Wealth first reported a position in MYD in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 112 funds tracked by Wall St. Rank hold MYD as of Q4 2025.

  • Simplicity Wealth reported no remaining BlackRock MuniYield Fund position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 28,527 BlackRock MuniYield Fund shares in Q4 2025, an estimated $301K.
  • Simplicity Wealth first reported a position in BlackRock MuniYield Fund in Q3 2025 and held it in 1 quarter.
  • Simplicity Wealth's BlackRock MuniYield Fund position peaked at $301K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.