Blue Bell Private Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-30,676
Closed -$314K 756
2025
Q4
$314K Sell
30,676
-4,132
-12% -$42.7K 0.05% 216
2025
Q3
$356K Sell
34,808
-1,728
-5% -$16.9K 0.05% 182
2025
Q2
$359K Buy
36,536
+1,279
+4% +$12.6K 0.06% 169
2025
Q1
$358K Sell
35,257
-1,483
-4% -$15.4K 0.07% 158
2024
Q4
$380K Sell
36,740
-1,000
-3% -$10.8K 0.07% 151
2024
Q3
$421K Buy
37,740
+9,240
+32% +$100K 0.08% 143
2024
Q2
$307K Buy
28,500
+9,963
+54% +$105K 0.06% 155
2024
Q1
$196K Buy
18,537
+15,582
+527% +$165K 0.04% 190
2023
Q4
$31.1K Buy
+2,955
New +$28.5K 0.01% 380

Blue Bell Private Wealth Management's MHN Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2026, closing a stake of 30,676 shares — an estimated $314K sold.

Blue Bell Private Wealth Management first reported a position in MHN in Q4 2023 and held it in 9 quarters. The position peaked at $421K in Q3 2024. 0 funds tracked by Wall St. Rank hold MHN as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 30,676 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2026, an estimated $314K.
  • Blue Bell Private Wealth Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q4 2023 and held it in 9 quarters.
  • Blue Bell Private Wealth Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $421K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.