MIY β€” BLACKROCK MUNIYIELD MICH QU

Ownership history in Summit Financial Consulting LLC  Β·  4 quarters on record

AI Ownership Summary

Summit Financial Consulting LLC reported BLACKROCK MUNIYIELD MICH QU (MIY) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows MIY at 0.28% 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 MIY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial Consulting LLC'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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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
2025 Q1 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 Summit Financial Consulting LLC held MIY β€” position size vs. price
% of Fund (quarterly)    MIY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,081 +3,416 +11.5% 0.28% $388K 2026-02-14 (Est.) $12.44
2025 Q3 ADDED 29,665 +2,221 +8.1% 0.27% $335K 2025-10-15 $11.23
2025 Q2 ADDED 27,444 +2,643 +10.7% 0.27% $303K 2025-07-09 $10.57
2025 Q1 INITIATED 24,801 β€” β€” 0.26% $282K 2025-04-29 $10.71

🏒 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 Summit Financial Consulting 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 Summit Financial Consulting LLC reported owning MIY?

Summit Financial Consulting LLC reported MIY across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MIY position in Summit Financial Consulting LLC's portfolio?

The largest reported portfolio weight for MIY was 0.28% in 2025 Q4.

What is the latest reported MIY position on this page?

The most recent filing on this page is 2025 Q4, when Summit Financial Consulting LLC reported 33,081 shares, equal to 0.28% of portfolio, with an estimated market value of $388K.

What does the chart on this MIY ownership page compare?

The chart compares Summit Financial Consulting 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.

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