Focus Partners Wealth
MHD icon

Focus Partners Wealth’s BlackRock MuniHoldings Fund MHD Stock Holding History

Focus Partners Wealth’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
Q1 		$188K Hold
16,669
– – ﹤0.01% 2433
2025
Q4 		$196K Buy
+16,669
New +$195K ﹤0.01% 2453

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Focus Partners Wealth's MHD Position: Q1 2026 in Review

Focus Partners Wealth held its BlackRock MuniHoldings Fund (MHD) position steady in Q1 2026 at 16,669 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Focus Partners Wealth first reported a position in MHD in Q4 2025 and has held it in 2 quarters since. The position peaked at $196K in Q4 2025. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

  • Focus Partners Wealth held 16,669 shares of BlackRock MuniHoldings Fund worth $188K as of Q1 2026.
  • Focus Partners Wealth left its BlackRock MuniHoldings Fund share count unchanged in Q1 2026.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2433 holding.
  • Focus Partners Wealth first reported a position in BlackRock MuniHoldings Fund in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's BlackRock MuniHoldings Fund position peaked at $196K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.