GSIAS
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Garden State Investment Advisory Services’s BlackRock MuniHoldings Fund MHD Stock Holding History

Garden State Investment Advisory Services’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 		$385K Hold
34,122
– – 0.09% 192
2025
Q4 		$401K Hold
34,122
– – 0.1% 187
2025
Q3 		$401K Hold
34,122
– – 0.1% 186
2025
Q2 		$382K Hold
34,122
– – 0.1% 188
2025
Q1 		$401K Hold
34,122
– – 0.13% 145
2024
Q4 		$398K Buy
34,122
+8,000
+31% +$98.5K 0.12% 146
2024
Q3 		$330K Hold
26,122
– – 0.11% 165
2024
Q2 		$316K Hold
26,122
– – 0.11% 163
2024
Q1 		$311K Hold
26,122
– – 0.11% 168
2023
Q4 		$311K Hold
26,122
– – 0.13% 152
2023
Q3 		$269K Buy
26,122
+3,700
+17% +$41.9K 0.13% 149
2023
Q2 		$261K Buy
22,422
+10,000
+81% +$116K 0.12% 158
2023
Q1 		$150K Hold
12,422
– – 0.08% 193
2022
Q4 		$151K Buy
+12,422
New +$143K 0.09% 177

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 $223M 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 $12.6B 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 $51.9B AUM 40.86% 1-Year Est. Return