AWM
MVT

Avior Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

Avior Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,056
Closed -$149K – 753
2025
Q1 		$149K Buy
14,056
+1,097
+8% +$11.8K 0.01% 685
2024
Q4 		$137K Buy
12,959
+1,775
+16% +$19.6K 0.01% 807
2024
Q3 		$127K Buy
11,184
+1,689
+18% +$18.9K 0.01% 817
2024
Q2 		$105K Sell
9,495
-40,142
-81% -$428K ﹤0.01% 848
2024
Q1 		$542K Buy
49,637
+46,752
+1,621% +$505K 0.03% 423
2023
Q4 		$31.1K Hold
2,885
– – ﹤0.01% 810
2023
Q3 		$26.8K Buy
+2,885
New +$29.6K ﹤0.01% 897
2017
Q1 		– Sell
-2,626
Closed -$40K – 514
2016
Q4 		$40K Sell
2,626
-2,145
-45% -$33.7K 0.01% 228
2016
Q3 		$82K Hold
4,771
– – 0.03% 185
2016
Q2 		$87K Hold
4,771
– – 0.04% 165
2016
Q1 		$81K Hold
4,771
– – 0.04% 164
2015
Q4 		$78K Hold
4,771
– – 0.04% 150
2015
Q3 		$73K Hold
4,771
– – 0.04% 146
2015
Q2 		$71K Hold
4,771
– – 0.06% 116
2015
Q1 		$77K Hold
4,771
– – 0.06% 112
2014
Q4 		$74K Hold
4,771
– – 0.06% 112
2014
Q3 		$75K Hold
4,771
– – 0.06% 109
2014
Q2 		$75K Hold
4,771
– – 0.06% 109
2014
Q1 		$71K Buy
+4,771
New +$70.1K 0.06% 105

Other funds holding MVT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

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

Avior Wealth Management sold out of BlackRock MuniVest Fund II (MVT) in Q2 2025, closing a stake of 14,056 shares — an estimated $149K sold.

Avior Wealth Management first reported a position in MVT in Q1 2014 and held it in 19 quarters. The position peaked at $542K in Q1 2024. 69 funds tracked by Wall St. Rank hold MVT as of Q2 2025.

  • Avior Wealth Management reported no remaining BlackRock MuniVest Fund II position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 14,056 BlackRock MuniVest Fund II shares in Q2 2025, an estimated $149K.
  • Avior Wealth Management first reported a position in BlackRock MuniVest Fund II in Q1 2014 and held it in 19 quarters.
  • Avior Wealth Management's BlackRock MuniVest Fund II position peaked at $542K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q2 2025.

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