MIY β€” BLACKROCK MUNIYIELD MICH QU

Ownership history in Compass Financial Group, INC/SD  Β·  13 quarters on record

AI Ownership Summary

Compass Financial Group, INC/SD reported BLACKROCK MUNIYIELD MICH QU (MIY) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows MIY at 0.05% 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 Compass Financial Group, INC/SD'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
2025 Q4

MIY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

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 2025 Q4

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 Compass Financial Group, INC/SD held MIY β€” position size vs. price
% of Fund (quarterly)    MIY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 31,709 β€” 0% 0.05% $372K 2026-02-14 (Est.) $12.44
2025 Q3 UNCHANGED 31,709 β€” 0% 0.05% $358K 2025-10-23 $11.25
2025 Q2 UNCHANGED 31,709 β€” 0% 0.06% $350K 2025-07-22 $10.32
2025 Q1 UNCHANGED 31,709 β€” 0% 0.07% $361K 2025-05-13 $10.99
2024 Q4 UNCHANGED 31,709 β€” 0% 0.07% $355K 2025-01-30 $10.84
2024 Q3 UNCHANGED 31,709 β€” 0% 0.07% $381K 2024-11-08 $10.82
2024 Q2 UNCHANGED 31,709 β€” 0% 0.08% $363K 2024-07-10 $10.48
2024 Q1 UNCHANGED 31,709 β€” 0% 0.08% $365K 2024-04-10 $10.18
2023 Q4 UNCHANGED 31,709 β€” 0% 0.10% $360K 2024-01-08 $10.22
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MIY

As of 2026 Q1 β€” sorted by position size

Melone Private Wealth, LLC 3Y 1.36% CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Compass Financial Group, INC/SD and MIY

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

How long has Compass Financial Group, INC/SD reported owning MIY?

Compass Financial Group, INC/SD reported MIY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MIY position in Compass Financial Group, INC/SD's portfolio?

The largest reported portfolio weight for MIY was 0.10% in 2023 Q4.

What is the latest reported MIY position on this page?

The most recent filing on this page is 2025 Q4, when Compass Financial Group, INC/SD reported 31,709 shares, equal to 0.05% of portfolio, with an estimated market value of $372K.

What does the chart on this MIY ownership page compare?

The chart compares Compass Financial Group, INC/SD'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.

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