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Sound View Wealth Advisors Group’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-10,246
Closed -$113K – 429
2025
Q1 		$113K Sell
10,246
-1,325
-11% -$14.7K 0.01% 405
2024
Q4 		$128K Sell
11,571
-1,975
-15% -$22.6K 0.01% 413
2024
Q3 		$163K Sell
13,546
-604
-4% -$6.97K 0.01% 404
2024
Q2 		$158K Hold
14,150
– – 0.02% 356
2024
Q1 		$162K Sell
14,150
-556
-4% -$6.32K 0.02% 367
2023
Q4 		$171K Sell
14,706
-1,700
-10% -$17.6K 0.02% 375
2023
Q3 		$157K Sell
16,406
-1,500
-8% -$15.8K 0.02% 355
2023
Q2 		$196K Hold
17,906
– – 0.03% 353
2023
Q1 		$203K Buy
17,906
+3,200
+22% +$35.7K 0.03% 352
2022
Q4 		$171K Sell
14,706
-3,400
-19% -$36.1K 0.02% 375
2022
Q3 		$189K Sell
18,106
-500
-3% -$5.83K 0.04% 259
2022
Q2 		$217K Hold
18,606
– – 0.05% 261
2022
Q1 		$234K Hold
18,606
– – 0.04% 269
2021
Q4 		$276K Sell
18,606
-710
-4% -$10.4K 0.05% 253
2021
Q3 		$284K Sell
19,316
-3,222
-14% -$48.3K 0.06% 240
2021
Q2 		$335K Buy
22,538
+31
+0.1% +$450 0.07% 220
2021
Q1 		$321K Buy
22,507
+31
+0.1% +$440 0.07% 209
2020
Q4 		$325K Buy
22,476
+430
+2% +$5.92K 0.08% 193
2020
Q3 		$296K Buy
22,046
+28
+0.1% +$377 0.08% 193
2020
Q2 		$287K Buy
22,018
+30
+0.1% +$376 0.08% 195
2020
Q1 		$281K Sell
21,988
-574
-3% -$7.76K 0.1% 170
2019
Q4 		$305K Buy
22,562
+27
+0.1% +$364 0.09% 189
2019
Q3 		$306K Buy
22,535
+28
+0.1% +$376 0.09% 188
2019
Q2 		$297K Buy
+22,507
New +$293K 0.09% 195

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Sound View Wealth Advisors Group's MYI Position: Q2 2025 in Review

Sound View Wealth Advisors Group sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2025, closing a stake of 10,246 shares — an estimated $113K sold.

Sound View Wealth Advisors Group first reported a position in MYI in Q2 2019 and held it in 24 quarters. The position peaked at $335K in Q2 2021. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2025.

  • Sound View Wealth Advisors Group reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 10,246 BlackRock MuniYield Quality Fund III shares in Q2 2025, an estimated $113K.
  • Sound View Wealth Advisors Group first reported a position in BlackRock MuniYield Quality Fund III in Q2 2019 and held it in 24 quarters.
  • Sound View Wealth Advisors Group's BlackRock MuniYield Quality Fund III position peaked at $335K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2025, filed 7 Aug 2025.