Melone Private Wealth, LLC MIY BLACKROCK MUNIYLD MICH QLTY FD COM

Ownership history in Melone Private Wealth, LLC  ·  19 quarters on record

AI Ownership Summary

Melone Private Wealth, LLC reported BLACKROCK MUNIYLD MICH QLTY FD COM (MIY) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.58% in 2024 Q1. The latest visible filing shows MIY at 1.01% 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 Melone Private Wealth, LLC's position in BLACKROCK MUNIYLD MICH QLTY FD COM, 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 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% 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.

How Melone Private Wealth, 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 Q2 REDUCED 216,071 -64,823 -23.1% 1.01% $2.7M 2026-07-09 $12.22
2026 Q1 REDUCED 5.5% +4.1% 280,894 -16,314 -5.5% 1.36% $3.3M 2026-04-08 $11.58
2025 Q4 REDUCED 297,208 -9,793 -3.2% 1.48% $3.5M 2026-01-07 $11.57
2025 Q3 REDUCED 18.7% +6.3% 307,001 -70,620 -18.7% 1.57% $3.5M 2025-10-17 $11.04
2025 Q2 ADDED 377,621 +8,364 +2.3% 2.11% $4.1M 2025-07-08 $10.42
2025 Q1 ADDED 369,257 +1,891 +0.5% 2.20% $4.2M 2025-04-11 $10.28
2024 Q4 REDUCED 367,366 -11,130 -2.9% 2.13% $4.1M 2025-01-14 $10.46
2024 Q3 ADDED 378,496 +1,809 +0.5% 2.41% $4.5M 2024-10-07 $10.82
2024 Q2 ADDED 376,687 +3,882 +1.0% 2.55% $4.3M 2024-07-12 $10.45
2024 Q1 REDUCED 372,805 -9,294 -2.4% 2.58% $4.3M 2024-05-03 $9.97
9 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

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 0.24% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Melone Private Wealth, 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 Melone Private Wealth, LLC reported owning MIY?

Melone Private Wealth, LLC reported MIY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MIY position in Melone Private Wealth, LLC's portfolio?

The largest reported portfolio weight for MIY was 2.58% in 2024 Q1.

What is the latest reported MIY position on this page?

The most recent filing on this page is 2026 Q2, when Melone Private Wealth, LLC reported 216,071 shares, equal to 1.01% of portfolio, with an estimated market value of $2.7M.

What does the chart on this MIY ownership page compare?

The chart compares Melone Private Wealth, 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 Melone Private Wealth, LLC time their MIY position?

Based on 13F filing dates vs. subsequent MIY price moves, Melone Private Wealth, LLC correctly timed 7 out of 18 reported position changes (39%). The annualised alpha on MIY relative to SPY over the holding period was -11.2%.

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