Spire Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-10,000	Closed	-$117K	–	2458
2022 Q2	$117K	Hold	10,000	–	–	﹤0.01%	981
2022 Q1	$126K	Hold	10,000	–	–	﹤0.01%	1085
2021 Q4	$148K	Hold	10,000	–	–	﹤0.01%	1236
2021 Q3	$147K	Hold	10,000	–	–	﹤0.01%	1041
2021 Q2	$149K	Hold	10,000	–	–	﹤0.01%	1045
2021 Q1	$143K	Buy	+10,000	New	+$142K	﹤0.01%	1219

Other funds holding MYI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Spire Wealth Management's MYI Position: Q3 2022 in Review

Spire Wealth Management sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2022, closing a stake of 10,000 shares — an estimated $117K sold.

Spire Wealth Management first reported a position in MYI in Q1 2021 and held it in 6 quarters. The position peaked at $149K in Q2 2021. 100 funds tracked by Wall St. Rank hold MYI as of Q3 2022.

Spire Wealth Management reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 10,000 BlackRock MuniYield Quality Fund III shares in Q3 2022, an estimated $117K.
Spire Wealth Management first reported a position in BlackRock MuniYield Quality Fund III in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's BlackRock MuniYield Quality Fund III position peaked at $149K in Q2 2021.
100 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.