Successful Portfolios LLC - BLACKROCK MUNIYIELD INVST FD ownership

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of BLACKROCK MUNIYIELD INVST FD
ValueSharesWeighting
Q1 2021$149,000
-0.7%
10,7120.0%0.10%
-9.3%
Q4 2020$150,000
+4.9%
10,7120.0%0.11%
-5.3%
Q3 2020$143,000
-0.7%
10,7120.0%0.11%
-10.2%
Q2 2020$144,000
+1.4%
10,7120.0%0.13%
-11.8%
Q1 2020$142,000
-6.0%
10,7120.0%0.14%
+7.5%
Q4 2019$151,000
-1.3%
10,7120.0%0.13%
-6.9%
Q3 2019$153,000
-3.2%
10,7120.0%0.14%
-15.3%
Q2 2019$158,000
+2.6%
10,7120.0%0.17%
+1.2%
Q1 2019$154,000
+13.2%
10,7120.0%0.17%
-3.4%
Q4 2018$136,000
-11.1%
10,7120.0%0.17%
+4.2%
Q3 2018$153,000
+4.1%
10,7120.0%0.17%
-2.9%
Q2 2018$147,000
-1.3%
10,7120.0%0.17%
-5.0%
Q1 2018$149,000
-6.3%
10,7120.0%0.18%
-8.6%
Q4 2017$159,00010,7120.20%
Other shareholders
BLACKROCK MUNIYIELD INVST FD shareholders Q2 2021
NameSharesValueWeighting ↓
Greytown Advisors Inc. 42,765$570,0000.56%
Wakefield Asset Management LLLP 67,311$895,0000.48%
MARINER INVESTMENT GROUP LLC 10,399$138,0000.47%
Ranch Capital Advisors Inc. 28,155$374,0000.37%
Successful Portfolios LLC 10,712$142,0000.14%
Mutual Advisors, LLC 64,036$851,0000.12%
Insight Wealth Strategies, LLC 11,833$157,0000.04%
FSA Wealth Management LLC 3,150$42,0000.04%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10,256$136,0000.02%
Cresset Asset Management, LLC 29,600$395,0000.01%
View complete list of BLACKROCK MUNIYIELD INVST FD shareholders