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United Financial Planning Group’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

United Financial Planning Group’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4K Buy
+2,211
New +$22K 0.01% 157
2026
Q1 		– Sell
-2,382
Closed -$23.6K – 559
2025
Q4 		$23.6K Sell
2,382
-1,191
-33% -$12K 0.01% 126
2025
Q3 		$35.5K Buy
+3,573
New +$33.9K 0.02% 93

Other funds holding MYN

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Financial Planning Group's MYN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in BlackRock MuniYield New York Quality Fund (MYN) in Q2 2026: 2,211 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in MYN as recently as Q4 2025.

United Financial Planning Group first reported a position in MYN in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.5K in Q3 2025. 89 funds tracked by Wall St. Rank hold MYN as of Q2 2026.

  • United Financial Planning Group held 2,211 shares of BlackRock MuniYield New York Quality Fund worth $22.4K as of Q2 2026.
  • BlackRock MuniYield New York Quality Fund was a new United Financial Planning Group position in Q2 2026.
  • BlackRock MuniYield New York Quality Fund made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #157 holding.
  • United Financial Planning Group first reported a position in BlackRock MuniYield New York Quality Fund in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's BlackRock MuniYield New York Quality Fund position peaked at $35.5K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.