EverSource Wealth Advisors’s BlackRock MuniVest Fund II MVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,250
Closed -$45.9K 4467
2025
Q4
$45.9K Hold
4,250
﹤0.01% 1797
2025
Q3
$45.2K Hold
4,250
﹤0.01% 1780
2025
Q2
$43.9K Hold
4,250
﹤0.01% 1704
2025
Q1
$44.9K Hold
4,250
﹤0.01% 1283
2024
Q4
$44.8K Sell
4,250
-2,083
-33% -$23K ﹤0.01% 1240
2024
Q3
$72.1K Hold
6,333
﹤0.01% 912
2024
Q2
$69.9K Buy
6,333
+4,250
+204% +$45.3K ﹤0.01% 944
2024
Q1
$21.6K Buy
+2,083
New +$22.5K ﹤0.01% 1324

EverSource Wealth Advisors's MVT Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of BlackRock MuniVest Fund II (MVT) in Q1 2026, closing a stake of 4,250 shares — an estimated $45.9K sold.

EverSource Wealth Advisors first reported a position in MVT in Q1 2024 and held it in 8 quarters. The position peaked at $72.1K in Q3 2024. 0 funds tracked by Wall St. Rank hold MVT as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining BlackRock MuniVest Fund II position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4,250 BlackRock MuniVest Fund II shares in Q1 2026, an estimated $45.9K.
  • EverSource Wealth Advisors first reported a position in BlackRock MuniVest Fund II in Q1 2024 and held it in 8 quarters.
  • EverSource Wealth Advisors's BlackRock MuniVest Fund II position peaked at $72.1K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.