Carson Wealth (CWM LLC)
MHD icon

Carson Wealth (CWM LLC)’s BlackRock MuniHoldings Fund MHD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$26.7K Buy
+2,367
New +$27.8K ﹤0.01% 4252
2025
Q2 		– Sell
-116
Closed -$1K – 5227
2025
Q1 		$1K Sell
116
-16
-12% -$191 ﹤0.01% 4942
2024
Q4 		$2K Sell
132
-73
-36% -$899 ﹤0.01% 4567
2024
Q3 		$3K Sell
205
-30
-13% -$369 ﹤0.01% 4292
2024
Q2 		$3K Sell
235
-607
-72% -$7.14K ﹤0.01% 4088
2024
Q1 		$10K Buy
842
+50
+6% +$597 ﹤0.01% 3341
2023
Q4 		$9K Hold
792
– – ﹤0.01% 3246
2023
Q3 		$8K Buy
792
+556
+236% +$6.29K ﹤0.01% 3253
2023
Q2 		$3K Buy
236
+51
+28% +$593 ﹤0.01% 3664
2023
Q1 		$2K Sell
185
-31
-14% -$372 ﹤0.01% 3673
2022
Q4 		$3K Buy
216
+162
+300% +$1.86K ﹤0.01% 3435
2022
Q3 		$1K Buy
54
+23
+74% +$295 ﹤0.01% 3696
2022
Q2 		$0 Buy
+31
New +$405 ﹤0.01% 3985
2018
Q2 		– Sell
-16
Closed – – 1738
2018
Q1 		$0 Buy
+16
New +$252 ﹤0.01% 1490

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MHD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in BlackRock MuniHoldings Fund (MHD) in Q1 2026: 2,367 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #4252 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in MHD as recently as Q1 2025.

Carson Wealth (CWM LLC) first reported a position in MHD in Q1 2018 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,367 shares of BlackRock MuniHoldings Fund worth $26.7K as of Q1 2026.
  • BlackRock MuniHoldings Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4252 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock MuniHoldings Fund in Q1 2018 and has held it in 14 quarters since.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.