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.