Compass Financial Group, INC/SD MIY — BLACKROCK MUNIYIELD MICH QU

Ownership history in Compass Financial Group, INC/SD  ·  15 quarters on record

AI Ownership Summary

Compass Financial Group, INC/SD reported BLACKROCK MUNIYIELD MICH QU (MIY) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q1. The latest visible filing shows MIY at 0.04% 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
2026 Q2

MIY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

MIY stock page Compass Financial Group, INC/SD fund profile Compass Financial Group, INC/SD full holdings
How Compass Financial Group, INC/SD 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 Q2 UNCHANGED — — — 31,709 — 0% 0.04% $389K 2026-08-05 $12.08
2026 Q1 UNCHANGED — — — 31,709 — 0% 0.05% $377K 2026-04-29 $11.83
2025 Q4 UNCHANGED — — — 31,709 — 0% 0.05% $372K 2026-01-27 $11.83
2025 Q3 UNCHANGED — — — 31,709 — 0% 0.05% $358K 2025-10-23 $11.05
2025 Q2 UNCHANGED — — — 31,709 — 0% 0.06% $350K 2025-07-22 $10.13
2025 Q1 UNCHANGED — — — 31,709 — 0% 0.07% $361K 2025-05-13 $10.79
2024 Q4 UNCHANGED — — — 31,709 — 0% 0.07% $355K 2025-01-30 $10.65
2024 Q3 UNCHANGED — — — 31,709 — 0% 0.07% $381K 2024-11-08 $10.62
2024 Q2 UNCHANGED — — — 31,709 — 0% 0.08% $363K 2024-07-10 $10.29
2024 Q1 UNCHANGED — — — 31,709 — 0% 0.08% $365K 2024-04-10 $9.99
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MIY

As of 2026 Q2 — sorted by position size

Melone Private Wealth, LLC 3Y 1.01% MELFA WEALTH MANAGEMENT, INC. 3Y 0.32% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 0.24% MACKAY SHIELDS LLC 3Y 7Y 0.2% Pathway Financial Advisers, LLC 0.07% WEST MICHIGAN ADVISORS, LLC 3Y 0.06% Acorn Wealth Advisors, LLC 3Y 7Y 0.06% MeadowBrook Investment Advisors LLC 0.05% VIMA LLC 0.03% Kestra Advisory Services, LLC 3Y 0.01%

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 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for MIY was 0.08% in 2024 Q1.

What is the latest reported MIY position on this page?

The most recent filing on this page is 2026 Q2, when Compass Financial Group, INC/SD reported 31,709 shares, equal to 0.04% of portfolio, with an estimated market value of $389K.

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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