AWM
MHD icon

Avior Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Avior Wealth 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
2025
Q2 		– Sell
-23,220
Closed -$273K – 746
2025
Q1 		$273K Buy
23,220
+1,246
+6% +$14.9K 0.01% 572
2024
Q4 		$256K Buy
21,974
+1,562
+8% +$19.2K 0.01% 633
2024
Q3 		$258K Buy
20,412
+2,452
+14% +$30.2K 0.01% 632
2024
Q2 		$217K Sell
17,960
-12
-0.1% -$141 0.01% 649
2024
Q1 		$217K Buy
+17,972
New +$214K 0.01% 687

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

Avior Wealth Management's MHD Position: Q2 2025 in Review

Avior Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2025, closing a stake of 23,220 shares — an estimated $273K sold.

Avior Wealth Management first reported a position in MHD in Q1 2024 and held it in 5 quarters. The position peaked at $273K in Q1 2025. 109 funds tracked by Wall St. Rank hold MHD as of Q2 2025.

  • Avior Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23,220 BlackRock MuniHoldings Fund shares in Q2 2025, an estimated $273K.
  • Avior Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's BlackRock MuniHoldings Fund position peaked at $273K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.