Blue Bell Private Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Blue Bell Private Wealth Management’s Portfolio MHI Stock Details MHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-30,631	Closed	-$281K	–	752
2025 Q2	$281K	Sell	30,631 -1,611	-5%	-$14.6K	0.05%	200
2025 Q1	$297K	Sell	32,242 -1,500	-4%	-$14.1K	0.06%	177
2024 Q4	$312K	Buy	33,742 +1,773	+6%	+$16.8K	0.06%	170
2024 Q3	$307K	Buy	31,969 +2,165	+7%	+$20.3K	0.06%	169
2024 Q2	$272K	Buy	29,804 +1,800	+6%	+$15.9K	0.06%	164
2024 Q1	$248K	Buy	28,004 +26,004	+1,300%	+$226K	0.05%	163
2023 Q4	$17.3K	Buy	+2,000	New	+$15.5K	﹤0.01%	443

Other funds holding MHI

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's MHI Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 30,631 shares — an estimated $281K sold.

Blue Bell Private Wealth Management first reported a position in MHI in Q4 2023 and held it in 7 quarters. The position peaked at $312K in Q4 2024. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

Blue Bell Private Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 30,631 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $281K.
Blue Bell Private Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q4 2023 and held it in 7 quarters.
Blue Bell Private Wealth Management's Pioneer Municipal High Income Fund position peaked at $312K in Q4 2024.
2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.