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B.A. Schrock Wealth Management, Inc.’s BlackRock MuniHoldings Fund MHD Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.26M Buy
+122,384
New +$1.39M 0.46% 61

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s MHD Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in BlackRock MuniHoldings Fund (MHD) in Q3 2026: 122,384 shares worth $1.26M. The stake represents 0.46% of the portfolio and ranks #61 among its holdings.

18 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • B.A. Schrock Wealth Management, Inc. held 122,384 shares of BlackRock MuniHoldings Fund worth $1.26M as of Q3 2026.
  • BlackRock MuniHoldings Fund was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • BlackRock MuniHoldings Fund made up 0.46% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #61 holding.
  • 18 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.