Anchor Investment Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Anchor Investment Management’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 Q1	$8.35K	Hold	740	–	–	﹤0.01%	839
2025 Q4	$8.69K	Hold	740	–	–	﹤0.01%	834
2025 Q3	$8.7K	Hold	740	–	–	﹤0.01%	833
2025 Q2	$8.29K	Hold	740	–	–	﹤0.01%	831
2025 Q1	$8.69K	Hold	740	–	–	﹤0.01%	813
2024 Q4	$8.64K	Hold	740	–	–	﹤0.01%	815
2024 Q3	$9.36K	Hold	740	–	–	﹤0.01%	797
2024 Q2	$8.95K	Hold	740	–	–	﹤0.01%	769
2024 Q1	$8.94K	Hold	740	–	–	﹤0.01%	801
2023 Q4	$8.81K	Hold	740	–	–	﹤0.01%	764
2023 Q3	$7.63K	Hold	740	–	–	﹤0.01%	785
2023 Q2	$8.61K	Hold	740	–	–	﹤0.01%	755
2023 Q1	$8.92K	Hold	740	–	–	﹤0.01%	763
2022 Q4	$8.98K	Hold	740	–	–	﹤0.01%	736
2022 Q3	$8.32K	Hold	740	–	–	﹤0.01%	745
2022 Q2	$9.39K	Hold	740	–	–	﹤0.01%	740
2022 Q1	$10.5K	Hold	740	–	–	﹤0.01%	748
2021 Q4	$12.4K	Hold	740	–	–	﹤0.01%	753
2021 Q3	$12.1K	Hold	740	–	–	﹤0.01%	691
2021 Q2	$12.4K	Hold	740	–	–	﹤0.01%	707
2021 Q1	$11.8K	Buy	+740	New	+$12K	﹤0.01%	690

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 0.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Anchor Investment Management's MHD Position: Q1 2026 in Review

Anchor Investment Management held its BlackRock MuniHoldings Fund (MHD) position steady in Q1 2026 at 740 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Anchor Investment Management first reported a position in MHD in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.4K in Q2 2021. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

Anchor Investment Management held 740 shares of BlackRock MuniHoldings Fund worth $8.35K as of Q1 2026.
Anchor Investment Management left its BlackRock MuniHoldings Fund share count unchanged in Q1 2026.
BlackRock MuniHoldings Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #839 holding.
Anchor Investment Management first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and has held it in 21 quarters since.
Anchor Investment Management's BlackRock MuniHoldings Fund position peaked at $12.4K in Q2 2021.
204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.