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Cassaday & Co Wealth Management’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Cassaday & Co Wealth Management’s Portfolio BHV Stock Details BHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
+27,797
New +$319K 0.01% 275

Other funds holding BHV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cassaday & Co Wealth Management's BHV Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in BlackRock Virginia Muni Bond Trust (BHV) in Q2 2026: 27,797 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

8 funds tracked by Wall St. Rank hold BHV as of Q2 2026.

  • Cassaday & Co Wealth Management held 27,797 shares of BlackRock Virginia Muni Bond Trust worth $355K as of Q2 2026.
  • BlackRock Virginia Muni Bond Trust was a new Cassaday & Co Wealth Management position in Q2 2026.
  • BlackRock Virginia Muni Bond Trust made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #275 holding.
  • 8 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.