Pettinga Financial Advisors LLC MYD β€” BLACKROCK MUNIYIELD FD INC

Ownership history in Pettinga Financial Advisors LLC  Β·  6 quarters on record

AI Ownership Summary

Pettinga Financial Advisors LLC reported BLACKROCK MUNIYIELD FD INC (MYD) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q4. The latest visible filing shows MYD at 0.18% 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 MYD ownership page tells you

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

MYD was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 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 Pettinga Financial Advisors LLC held MYD β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 92,488 +22,798 +32.7% 0.18% $970K 2026-02-12 $10.71
2025 Q3 ADDED β€” β€” β€” 69,690 +39,630 +131.8% 0.14% $736K 2025-10-21 $10.43
2025 Q2 ADDED β€” β€” β€” 30,060 +13,880 +85.8% 0.07% $302K 2025-07-28 $9.47
2025 Q1 ADDED β€” β€” β€” 16,180 +4,640 +40.2% 0.04% $171K 2025-05-02 $9.77
2024 Q2 REDUCED β€” β€” β€” 11,540 -33,460 -74.4% 0.03% $125K 2024-07-25 $9.87
2023 Q4 INITIATED β€” β€” β€” 45,000 β€” β€” 0.13% $485K 2024-01-18 $9.20

🏒 Other funds also holding MYD

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Pettinga Financial Advisors LLC and MYD

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

How long has Pettinga Financial Advisors LLC reported owning MYD?

Pettinga Financial Advisors LLC reported MYD across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MYD position in Pettinga Financial Advisors LLC's portfolio?

The largest reported portfolio weight for MYD was 0.18% in 2025 Q4.

What is the latest reported MYD position on this page?

The most recent filing on this page is 2025 Q4, when Pettinga Financial Advisors LLC reported 92,488 shares, equal to 0.18% of portfolio, with an estimated market value of $970K.

What does the chart on this MYD ownership page compare?

The chart compares Pettinga Financial Advisors LLC's quarterly MYD 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 Pettinga Financial Advisors LLC time their MYD position?

Based on 13F filing dates vs. subsequent MYD price moves, Pettinga Financial Advisors LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on MYD relative to SPY over the holding period was -94.8%.

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