Capital Asset Advisory Services LLC MIY BLACKROCK MUNIYIELD MICH QU

Ownership history in Capital Asset Advisory Services LLC  ·  14 quarters on record

AI Ownership Summary

Capital Asset Advisory Services LLC reported BLACKROCK MUNIYIELD MICH QU (MIY) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows MIY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MIY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Asset Advisory Services LLC's position in BLACKROCK MUNIYIELD MICH QU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MIY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Asset Advisory Services LLC held MIY — position size vs. price
% of Fund (quarterly)    MIY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 32,200 0% 0.01% $382K 2026-04-24 $11.91
2025 Q4 ADDED 32,200 +1,300 +4.2% 0.02% $378K 2026-01-09 $11.68
2025 Q3 REDUCED 11.0% +6.3% 30,900 -3,800 -11.0% 0.02% $349K 2025-10-02 $10.92
2025 Q2 ADDED 34,700 +2,700 +8.4% 0.02% $385K 2025-07-07 $10.55
2025 Q1 ADDED 32,000 +12,750 +66.2% 0.02% $369K 2025-04-09 $10.53
2024 Q4 ADDED 19,250 +200 +1.0% 0.01% $219K 2025-01-22 $10.62
2024 Q3 ADDED 19,050 +500 +2.7% 0.01% $227K 2024-10-17 $10.86
2024 Q2 ADDED 18,550 +400 +2.2% 0.01% $214K 2024-07-24 $10.41
2024 Q1 ADDED 18,150 +1,300 +7.7% 0.01% $209K 2024-04-16 $9.96
2023 Q4 ADDED 16,850 +2,450 +17.0% 0.01% $191K 2024-01-09 $10.09
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Capital Asset Advisory Services LLC and MIY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Asset Advisory Services LLC reported owning MIY?

Capital Asset Advisory Services LLC reported MIY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MIY position in Capital Asset Advisory Services LLC's portfolio?

The largest reported portfolio weight for MIY was 0.02% in 2025 Q1.

What is the latest reported MIY position on this page?

The most recent filing on this page is 2026 Q1, when Capital Asset Advisory Services LLC reported 32,200 shares, equal to 0.01% of portfolio, with an estimated market value of $382K.

What does the chart on this MIY ownership page compare?

The chart compares Capital Asset Advisory Services LLC's quarterly MIY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Asset Advisory Services LLC time their MIY position?

Based on 13F filing dates vs. subsequent MIY price moves, Capital Asset Advisory Services LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on MIY relative to SPY over the holding period was -11.8%.

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