Wheelhouse Advisory Group’s BlackRock MuniYield Fund MYD Stock Holding History

Wheelhouse Advisory Group’s Portfolio MYD Stock Details MYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,194	Closed	-$115K	–	54
2025 Q4	$115K	Sell	10,194 -20,139	-66%	-$212K	0.04%	49
2025 Q3	$320K	Buy	30,333 +175	+0.6%	+$1.77K	0.14%	37
2025 Q2	$303K	Sell	30,158 -12,549	-29%	-$127K	0.15%	37
2025 Q1	$451K	Sell	42,707 -8,647	-17%	-$92.2K	0.26%	30
2024 Q4	$534K	Buy	51,354 +496	+1%	+$5.54K	0.32%	28
2024 Q3	$581K	Sell	50,858 -484	-0.9%	-$5.4K	0.37%	25
2024 Q2	$554K	Sell	51,342 -14,775	-22%	-$159K	0.39%	23
2024 Q1	$731K	Sell	66,117 -12,156	-16%	-$132K	0.56%	21
2023 Q4	$844K	Buy	+78,273	New	+$768K	0.74%	18

Other funds holding MYD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Wheelhouse Advisory Group's MYD Position: Q1 2026 in Review

Wheelhouse Advisory Group sold out of BlackRock MuniYield Fund (MYD) in Q1 2026, closing a stake of 10,194 shares — an estimated $115K sold.

Wheelhouse Advisory Group first reported a position in MYD in Q4 2023 and held it in 9 quarters. The position peaked at $844K in Q4 2023. 0 funds tracked by Wall St. Rank hold MYD as of Q1 2026.

Wheelhouse Advisory Group reported no remaining BlackRock MuniYield Fund position as of Q1 2026 after selling out during the quarter.
Wheelhouse Advisory Group sold 10,194 BlackRock MuniYield Fund shares in Q1 2026, an estimated $115K.
Wheelhouse Advisory Group first reported a position in BlackRock MuniYield Fund in Q4 2023 and held it in 9 quarters.
Wheelhouse Advisory Group's BlackRock MuniYield Fund position peaked at $844K in Q4 2023.
0 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.