CIA
MVT

Concurrent Investment Advisors’s BlackRock MuniVest Fund II MVT Stock Holding History

Concurrent Investment Advisors’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-66,100
Closed -$715K – 2010
2025
Q4 		$715K Sell
66,100
-17,000
-20% -$182K 0.01% 986
2025
Q3 		$883K Hold
83,100
– – 0.02% 692
2025
Q2 		$858K Buy
83,100
+2,000
+2% +$20.4K 0.02% 648
2025
Q1 		$857K Buy
81,100
+4,000
+5% +$42.9K 0.02% 588
2024
Q4 		$813K Buy
77,100
+2,000
+3% +$22K 0.02% 542
2024
Q3 		$855K Sell
75,100
-3,000
-4% -$33.6K 0.03% 502
2024
Q2 		$863K Buy
78,100
+1,000
+1% +$10.7K 0.03% 466
2024
Q1 		$841K Buy
77,100
+22,500
+41% +$243K 0.03% 410
2023
Q4 		$588K Buy
+54,600
New +$543K 0.03% 462

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

Concurrent Investment Advisors sold out of BlackRock MuniVest Fund II (MVT) in Q1 2026, closing a stake of 66,100 shares — an estimated $715K sold.

Concurrent Investment Advisors first reported a position in MVT in Q4 2023 and held it in 9 quarters. The position peaked at $883K in Q3 2025. 0 funds tracked by Wall St. Rank hold MVT as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining BlackRock MuniVest Fund II position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 66,100 BlackRock MuniVest Fund II shares in Q1 2026, an estimated $715K.
  • Concurrent Investment Advisors first reported a position in BlackRock MuniVest Fund II in Q4 2023 and held it in 9 quarters.
  • Concurrent Investment Advisors's BlackRock MuniVest Fund II position peaked at $883K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2026.

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