EWA
MHD icon

EverSource Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-1,490
Closed -$16.8K – 4499
2026
Q1 		$16.8K Buy
+1,490
New +$17.5K ﹤0.01% 2616
2025
Q4 		– Sell
-54
Closed -$638 – 4371
2025
Q3 		$638 Hold
54
– – ﹤0.01% 3876
2025
Q2 		$608 Hold
54
– – ﹤0.01% 3851
2025
Q1 		$638 Hold
54
– – ﹤0.01% 3378
2024
Q4 		$634 Hold
54
– – ﹤0.01% 3112
2024
Q3 		$687 Hold
54
– – ﹤0.01% 2796
2024
Q2 		$654 Hold
54
– – ﹤0.01% 2831
2024
Q1 		$622 Buy
+54
New +$644 ﹤0.01% 2670

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

EverSource Wealth Advisors's MHD Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2026, closing a stake of 1,490 shares — an estimated $16.8K sold.

EverSource Wealth Advisors first reported a position in MHD in Q1 2024 and held it in 8 quarters. The position peaked at $16.8K in Q1 2026. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,490 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $16.8K.
  • EverSource Wealth Advisors first reported a position in BlackRock MuniHoldings Fund in Q1 2024 and held it in 8 quarters.
  • EverSource Wealth Advisors's BlackRock MuniHoldings Fund position peaked at $16.8K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.