HWM
MVF

Horizons Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History

Horizons Wealth Management’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-442
Closed -$3.03K – 175
2025
Q3 		$3.03K Hold
442
– – ﹤0.01% 160
2025
Q2 		$2.91K Hold
442
– – ﹤0.01% 164
2025
Q1 		$3.1K Hold
442
– – ﹤0.01% 166
2024
Q4 		$3.11K Hold
442
– – ﹤0.01% 157
2024
Q3 		$3.36K Hold
442
– – ﹤0.01% 159
2024
Q2 		$3.2K Hold
442
– – ﹤0.01% 160
2024
Q1 		$3.15K Hold
442
– – ﹤0.01% 162
2023
Q4 		$3.15K Hold
442
– – ﹤0.01% 162
2023
Q3 		$2.68K Hold
442
– – ﹤0.01% 166
2023
Q2 		$2.98K Hold
442
– – ﹤0.01% 186
2023
Q1 		$3.06K Hold
442
– – ﹤0.01% 153
2022
Q4 		$3K Hold
442
– – ﹤0.01% 155
2022
Q3 		$3K Hold
442
– – ﹤0.01% 149
2022
Q2 		$3K Buy
+442
New +$3.34K ﹤0.01% 153

Other funds holding MVF

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return