Cerity Partners
MHD icon

Cerity Partners’s BlackRock MuniHoldings Fund MHD Stock Holding History

Cerity Partners’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
2025
Q1 		– Sell
-10,634
Closed -$124K – 2562
2024
Q4 		$124K Sell
10,634
-913
-8% -$11.2K ﹤0.01% 2312
2024
Q3 		$146K Buy
+11,547
New +$142K ﹤0.01% 2379

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cerity Partners's MHD Position: Q1 2025 in Review

Cerity Partners sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2025, closing a stake of 10,634 shares — an estimated $124K sold.

Cerity Partners first reported a position in MHD in Q3 2024 and held it in 2 quarters. The position peaked at $146K in Q3 2024. 109 funds tracked by Wall St. Rank hold MHD as of Q1 2025.

  • Cerity Partners reported no remaining BlackRock MuniHoldings Fund position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 10,634 BlackRock MuniHoldings Fund shares in Q1 2025, an estimated $124K.
  • Cerity Partners first reported a position in BlackRock MuniHoldings Fund in Q3 2024 and held it in 2 quarters.
  • Cerity Partners's BlackRock MuniHoldings Fund position peaked at $146K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.