BPI
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BFC Planning, Inc.’s BlackRock MuniHoldings Fund MHD Stock Holding History

BFC Planning, Inc.’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 		$752K Buy
63,152
+820
+1% +$9.6K 0.03% 476
2026
Q1 		$703K Buy
62,332
+8,093
+15% +$95.2K 0.03% 459
2025
Q4 		$637K Buy
+54,239
New +$635K 0.03% 483

Other funds holding MHD

Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Rivernorth Capital Management
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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 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

BFC Planning, Inc.'s MHD Position: Q2 2026 in Review

BFC Planning, Inc. increased its BlackRock MuniHoldings Fund (MHD) stake by 1.3% in Q2 2026, buying an estimated $9.6K and bringing the position to 63,152 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #476.

BFC Planning, Inc. first reported a position in MHD in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • BFC Planning, Inc. held 63,152 shares of BlackRock MuniHoldings Fund worth $752K as of Q2 2026.
  • BFC Planning, Inc. bought 820 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $9.6K.
  • BlackRock MuniHoldings Fund made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #476 holding.
  • BFC Planning, Inc. first reported a position in BlackRock MuniHoldings Fund in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.