Coastal Bridge Advisors, LLC MYI BLACKROCK MUNIYIELD QUALITY

Ownership history in Coastal Bridge Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Coastal Bridge Advisors, LLC reported BLACKROCK MUNIYIELD QUALITY (MYI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows MYI at 0.13% 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.

What this MYI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastal Bridge Advisors, LLC's position in BLACKROCK MUNIYIELD QUALITY, 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

MYI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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 Coastal Bridge Advisors, LLC held MYI — position size vs. price
% of Fund (quarterly)    MYI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 174,428 +460 +0.3% 0.13% $1.8M 2026-05-14 $10.85
2025 Q4 ADDED 173,968 +1,366 +0.8% 0.14% $1.9M 2026-02-18 $11.05
2025 Q3 ADDED 172,602 +56,318 +48.4% 0.14% $1.9M 2025-11-03 $10.61
2025 Q2 INITIATED 116,284 0.10% $1.2M 2025-08-14 $10.02

FAQ About Coastal Bridge Advisors, LLC and MYI

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

How long has Coastal Bridge Advisors, LLC reported owning MYI?

Coastal Bridge Advisors, LLC reported MYI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MYI position in Coastal Bridge Advisors, LLC's portfolio?

The largest reported portfolio weight for MYI was 0.14% in 2025 Q3.

What is the latest reported MYI position on this page?

The most recent filing on this page is 2026 Q1, when Coastal Bridge Advisors, LLC reported 174,428 shares, equal to 0.13% of portfolio, with an estimated market value of $1.8M.

What does the chart on this MYI ownership page compare?

The chart compares Coastal Bridge Advisors, LLC's quarterly MYI 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 Coastal Bridge Advisors, LLC time their MYI position?

Based on 13F filing dates vs. subsequent MYI price moves, Coastal Bridge Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MYI relative to SPY over the holding period was -9.8%.

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