Cetera Investment Advisers
MHD icon

Cetera Investment Advisers’s BlackRock MuniHoldings Fund MHD Stock Holding History

Cetera Investment Advisers’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 		$2.7M Buy
238,931
+220,313
+1,183% +$2.59M ﹤0.01% 1998
2025
Q4 		$219K Buy
18,618
+324
+2% +$3.79K ﹤0.01% 4172
2025
Q3 		$215K Buy
18,294
+1,320
+8% +$14.9K ﹤0.01% 4104
2025
Q2 		$190K Sell
16,974
-322
-2% -$3.62K ﹤0.01% 3738
2025
Q1 		$203K Buy
17,296
+133
+0.8% +$1.59K ﹤0.01% 3590
2024
Q4 		$200K Buy
17,163
+176
+1% +$2.17K ﹤0.01% 3431
2024
Q3 		$215K Sell
16,987
-3,630
-18% -$44.7K ﹤0.01% 3334
2024
Q2 		$249K Sell
20,617
-8,473
-29% -$99.7K ﹤0.01% 3205
2024
Q1 		$351K Buy
29,090
+15,034
+107% +$179K ﹤0.01% 2898
2023
Q4 		$167K Buy
14,056
+2,351
+20% +$25.8K ﹤0.01% 2077
2023
Q3 		$121K Buy
11,705
+649
+6% +$7.34K ﹤0.01% 2070
2023
Q2 		$129K Sell
11,056
-1,235
-10% -$14.4K ﹤0.01% 2065
2023
Q1 		$148K Buy
12,291
+99
+0.8% +$1.19K ﹤0.01% 2005
2022
Q4 		$148K Buy
12,192
+758
+7% +$8.7K ﹤0.01% 1948
2022
Q3 		$129K Sell
11,434
-1,691
-13% -$21.7K ﹤0.01% 1553
2022
Q2 		$167K Buy
13,125
+176
+1% +$2.3K ﹤0.01% 1681
2022
Q1 		$184K Sell
12,949
-5,999
-32% -$90.1K ﹤0.01% 1735
2021
Q4 		$318K Sell
18,948
-2,535
-12% -$42.1K ﹤0.01% 1462
2021
Q3 		$352K Buy
21,483
+372
+2% +$6.34K 0.01% 1333
2021
Q2 		$354K Buy
21,111
+1,340
+7% +$22.2K 0.01% 1310
2021
Q1 		$316K Buy
+19,771
New +$319K 0.01% 1231

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return