Creative Planning
MHD icon

Creative Planning’s BlackRock MuniHoldings Fund MHD Stock Holding History

Creative Planning’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
Q2 		$295K Sell
24,798
-117
-0.5% -$1.37K ﹤0.01% 3577
2026
Q1 		$281K Buy
+24,915
New +$293K ﹤0.01% 3475
2025
Q4 		– Sell
-10,583
Closed -$124K – 4030
2025
Q3 		$124K Buy
+10,583
New +$119K ﹤0.01% 3635
2020
Q1 		– Sell
-10,090
Closed -$171K – 2007
2019
Q4 		$171K Hold
10,090
– – ﹤0.01% 1668
2019
Q3 		$166K Buy
+10,090
New +$169K ﹤0.01% 1646
2018
Q2 		– Sell
-14,991
Closed -$229K – 2130
2018
Q1 		$229K Buy
+14,991
New +$236K ﹤0.01% 1513
2017
Q3 		– Sell
-9,091
Closed -$159K – 2972
2017
Q2 		$159K Hold
9,091
– – ﹤0.01% 1660
2017
Q1 		$151K Hold
9,091
– – ﹤0.01% 1675
2016
Q4 		$147K Hold
9,091
– – ﹤0.01% 1588
2016
Q3 		$167K Hold
9,091
– – ﹤0.01% 1505
2016
Q2 		$172K Hold
9,091
– – ﹤0.01% 1327
2016
Q1 		$165K Buy
9,091
+8,500
+1,438% +$149K ﹤0.01% 1315
2015
Q4 		$10K Sell
591
-94
-14% -$1.58K ﹤0.01% 3305
2015
Q3 		$11K Buy
+685
New +$11.2K ﹤0.01% 3149
2015
Q2 		– Sell
-94
Closed -$2K – 2231
2015
Q1 		$2K Sell
94
-1,233
-93% -$21.5K ﹤0.01% 3887
2014
Q4 		$23K Sell
1,327
-7,134
-84% -$118K ﹤0.01% 2553
2014
Q3 		$136K Buy
8,461
+732
+9% +$11.7K ﹤0.01% 1279
2014
Q2 		$125K Buy
7,729
+94
+1% +$1.51K ﹤0.01% 1292
2014
Q1 		$119K Sell
7,635
-513
-6% -$7.89K ﹤0.01% 1290
2013
Q4 		$118K Sell
8,148
-1,388
-15% -$20.6K ﹤0.01% 1111
2013
Q3 		$146K Buy
9,536
+1,062
+13% +$16.3K ﹤0.01% 903
2013
Q2 		$142K Buy
+8,474
New +$148K ﹤0.01% 807

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Creative Planning's MHD Position: Q2 2026 in Review

Creative Planning reduced its BlackRock MuniHoldings Fund (MHD) stake by 0.47% in Q2 2026, selling an estimated $1.37K and leaving 24,798 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Creative Planning first reported a position in MHD in Q2 2013 and has held it in 22 quarters since. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Creative Planning held 24,798 shares of BlackRock MuniHoldings Fund worth $295K as of Q2 2026.
  • Creative Planning sold 117 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $1.37K.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3577 holding.
  • Creative Planning first reported a position in BlackRock MuniHoldings Fund in Q2 2013 and has held it in 22 quarters since.
  • 209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.