Fortitude Family Office’s BlackRock MuniVest Fund II MVT Stock Holding History

Fortitude Family Office’s Portfolio MVT Stock Details MVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,152	Closed	-$11.9K	–	2086
2025 Q2	$11.9K	Hold	1,152	–	–	﹤0.01%	503
2025 Q1	$12.2K	Hold	1,152	–	–	﹤0.01%	493
2024 Q4	$12.2K	Hold	1,152	–	–	﹤0.01%	569
2024 Q3	$13.1K	Buy	+1,152	New	+$12.9K	0.01%	511

Other funds holding MVT

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Family Office's MVT Position: Q3 2025 in Review

Fortitude Family Office sold out of BlackRock MuniVest Fund II (MVT) in Q3 2025, closing a stake of 1,152 shares — an estimated $11.9K sold.

Fortitude Family Office first reported a position in MVT in Q3 2024 and held it in 4 quarters. The position peaked at $13.1K in Q3 2024. 67 funds tracked by Wall St. Rank hold MVT as of Q3 2025.

Fortitude Family Office reported no remaining BlackRock MuniVest Fund II position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 1,152 BlackRock MuniVest Fund II shares in Q3 2025, an estimated $11.9K.
Fortitude Family Office first reported a position in BlackRock MuniVest Fund II in Q3 2024 and held it in 4 quarters.
Fortitude Family Office's BlackRock MuniVest Fund II position peaked at $13.1K in Q3 2024.
67 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.