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