Clear Point Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Clear Point Advisors’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 Q3	$761K	Buy	+67,499	New	+$768K	0.52%	52

Other funds holding MHD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Clear Point Advisors's MHD Position: Q3 2026 in Review

Clear Point Advisors opened a new position in BlackRock MuniHoldings Fund (MHD) in Q3 2026: 67,499 shares worth $761K. The stake represents 0.52% of the portfolio and ranks #52 among its holdings.

123 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

Clear Point Advisors held 67,499 shares of BlackRock MuniHoldings Fund worth $761K as of Q3 2026.
BlackRock MuniHoldings Fund was a new Clear Point Advisors position in Q3 2026.
BlackRock MuniHoldings Fund made up 0.52% of Clear Point Advisors's portfolio in Q3 2026, its #52 holding.
123 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.