AG
MHD icon

AmeriFlex Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-9,927
Closed -$117K – 1200
2025
Q1 		$117K Buy
9,927
+97
+1% +$1.16K 0.05% 319
2024
Q4 		$119K Buy
+9,830
New +$121K 0.05% 275

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AmeriFlex Group's MHD Position: Q2 2025 in Review

AmeriFlex Group sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2025, closing a stake of 9,927 shares — an estimated $117K sold.

AmeriFlex Group first reported a position in MHD in Q4 2024 and held it in 2 quarters. The position peaked at $119K in Q4 2024. 109 funds tracked by Wall St. Rank hold MHD as of Q2 2025.

  • AmeriFlex Group reported no remaining BlackRock MuniHoldings Fund position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 9,927 BlackRock MuniHoldings Fund shares in Q2 2025, an estimated $117K.
  • AmeriFlex Group first reported a position in BlackRock MuniHoldings Fund in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's BlackRock MuniHoldings Fund position peaked at $119K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.