BSW
MFL

Buckingham Strategic Wealth’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Buckingham Strategic Wealth’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,475
Closed -$141K – 661
2022
Q1 		$141K Hold
11,475
– – ﹤0.01% 576
2021
Q4 		$171K Hold
11,475
– – ﹤0.01% 573
2021
Q3 		$167K Hold
11,475
– – ﹤0.01% 570
2021
Q2 		$169K Hold
11,475
– – ﹤0.01% 570
2021
Q1 		$164K Hold
11,475
– – 0.01% 528
2020
Q4 		$162K Hold
11,475
– – 0.01% 516
2020
Q3 		$154K Hold
11,475
– – 0.01% 456
2020
Q2 		$148K Hold
11,475
– – 0.01% 388
2020
Q1 		$150K Hold
11,475
– – 0.01% 434
2019
Q4 		$153K Hold
11,475
– – 0.01% 442
2019
Q3 		$155K Hold
11,475
– – 0.02% 411
2019
Q2 		$153K Hold
11,475
– – 0.02% 426
2019
Q1 		$148K Hold
11,475
– – 0.02% 405
2018
Q4 		$146K Buy
+11,475
New +$140K 0.02% 335

Other funds holding MFL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Buckingham Strategic Wealth's MFL Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2022, closing a stake of 11,475 shares — an estimated $141K sold.

Buckingham Strategic Wealth first reported a position in MFL in Q4 2018 and held it in 14 quarters. The position peaked at $171K in Q4 2021. 1 fund tracked by Wall St. Rank holds MFL as of Q2 2022.

  • Buckingham Strategic Wealth reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,475 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2022, an estimated $141K.
  • Buckingham Strategic Wealth first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2018 and held it in 14 quarters.
  • Buckingham Strategic Wealth's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $171K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.