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

Strategies 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
2024
Q4 		– Sell
-25,774
Closed -$309K – 130
2024
Q3 		$309K Buy
25,774
+19
+0.1% +$219 0.04% 77
2024
Q2 		$288K Buy
25,755
+1,300
+5% +$14.4K 0.04% 76
2024
Q1 		$280K Hold
24,455
– – 0.04% 81
2023
Q4 		$285K Buy
+24,455
New +$254K 0.05% 73

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Strategies Wealth Advisors's MYI Position: Q4 2024 in Review

Strategies Wealth Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q4 2024, closing a stake of 25,774 shares — an estimated $309K sold.

Strategies Wealth Advisors first reported a position in MYI in Q4 2023 and held it in 4 quarters. The position peaked at $309K in Q3 2024. 102 funds tracked by Wall St. Rank hold MYI as of Q4 2024.

  • Strategies Wealth Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q4 2024 after selling out during the quarter.
  • Strategies Wealth Advisors sold 25,774 BlackRock MuniYield Quality Fund III shares in Q4 2024, an estimated $309K.
  • Strategies Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q4 2023 and held it in 4 quarters.
  • Strategies Wealth Advisors's BlackRock MuniYield Quality Fund III position peaked at $309K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q4 2024.

Based on Strategies Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.