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

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