Concurrent Investment Advisors’s BlackRock MuniVest Fund MVF Stock Holding History

Concurrent Investment Advisors’s Portfolio MVF Stock Details MVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,245	Closed	-$175K	–	2009
2025 Q4	$175K	Hold	25,245	–	–	﹤0.01%	1654
2025 Q3	$173K	Hold	25,245	–	–	﹤0.01%	1379
2025 Q2	$166K	Hold	25,245	–	–	﹤0.01%	1293
2025 Q1	$177K	Buy	25,245 +621	+3%	+$4.46K	﹤0.01%	1146
2024 Q4	$173K	Hold	24,624	–	–	﹤0.01%	1010
2024 Q3	$187K	Hold	24,624	–	–	0.01%	952
2024 Q2	$177K	Hold	24,624	–	–	0.01%	890
2024 Q1	$174K	Sell	24,624 -1,428	-5%	-$10K	0.01%	819
2023 Q4	$185K	Buy	+26,052	New	+$169K	0.01%	783

Other funds holding MVF

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Concurrent Investment Advisors's MVF Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of BlackRock MuniVest Fund (MVF) in Q1 2026, closing a stake of 25,245 shares — an estimated $175K sold.

Concurrent Investment Advisors first reported a position in MVF in Q4 2023 and held it in 9 quarters. The position peaked at $187K in Q3 2024. 1 fund tracked by Wall St. Rank holds MVF as of Q1 2026.

Concurrent Investment Advisors reported no remaining BlackRock MuniVest Fund position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 25,245 BlackRock MuniVest Fund shares in Q1 2026, an estimated $175K.
Concurrent Investment Advisors first reported a position in BlackRock MuniVest Fund in Q4 2023 and held it in 9 quarters.
Concurrent Investment Advisors's BlackRock MuniVest Fund position peaked at $187K in Q3 2024.
1 fund tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.