EWM
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Edge Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Edge Wealth Management’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 		$167K Buy
+16,221
New +$185K 0.03% 87

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Edge Wealth Management's MHD Position: Q3 2026 in Review

Edge Wealth Management opened a new position in BlackRock MuniHoldings Fund (MHD) in Q3 2026: 16,221 shares worth $167K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings.

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

  • Edge Wealth Management held 16,221 shares of BlackRock MuniHoldings Fund worth $167K as of Q3 2026.
  • BlackRock MuniHoldings Fund was a new Edge Wealth Management position in Q3 2026.
  • BlackRock MuniHoldings Fund made up 0.03% of Edge Wealth Management's portfolio in Q3 2026, its #87 holding.
  • 13 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.