ACP
MHD icon

Aviance Capital Partners’s BlackRock MuniHoldings Fund MHD Stock Holding History

Aviance Capital Partners’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 		$226K Sell
20,022
-7,482
-27% -$88K 0.03% 342
2025
Q4 		$323K Buy
27,504
+8,168
+42% +$95.7K 0.04% 297
2025
Q3 		$227K Sell
19,336
-2,072
-10% -$23.4K 0.03% 337
2025
Q2 		$240K Buy
21,408
+3,633
+20% +$40.8K 0.03% 309
2025
Q1 		$209K Buy
17,775
+1,944
+12% +$23.2K 0.03% 321
2024
Q4 		$185K Sell
15,831
-418
-3% -$5.15K 0.03% 313
2024
Q3 		$206K Buy
16,249
+1,459
+10% +$18K 0.03% 318
2024
Q2 		$179K Buy
14,790
+341
+2% +$4.01K 0.03% 309
2024
Q1 		$175K Buy
14,449
+267
+2% +$3.19K 0.03% 307
2023
Q4 		$169K Sell
14,182
-1,768
-11% -$19.4K 0.04% 246
2023
Q3 		$164K Buy
15,950
+2,096
+15% +$23.7K 0.04% 241
2023
Q2 		$161K Buy
+13,854
New +$161K 0.03% 254

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return