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Arbor Trust Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Arbor Trust Wealth Advisors’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
2024
Q4 		– Sell
-13,000
Closed -$158K – 100
2024
Q3 		$158K Hold
13,000
– – 0.08% 94
2024
Q2 		$158K Buy
+13,000
New +$153K 0.08% 94

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Arbor Trust Wealth Advisors's MHD Position: Q4 2024 in Review

Arbor Trust Wealth Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2024, closing a stake of 13,000 shares — an estimated $158K sold.

Arbor Trust Wealth Advisors first reported a position in MHD in Q2 2024 and held it in 2 quarters. The position peaked at $158K in Q3 2024. 114 funds tracked by Wall St. Rank hold MHD as of Q4 2024.

  • Arbor Trust Wealth Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q4 2024 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 13,000 BlackRock MuniHoldings Fund shares in Q4 2024, an estimated $158K.
  • Arbor Trust Wealth Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2024 and held it in 2 quarters.
  • Arbor Trust Wealth Advisors's BlackRock MuniHoldings Fund position peaked at $158K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.