IFP Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

IFP Advisors’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	$993	Buy	+88	New	+$1.03K	﹤0.01%	4220
2023 Q3	–	Sell	-412	Closed	-$4.79K	–	3458
2023 Q2	$4.79K	Buy	+412	New	+$4.79K	﹤0.01%	2562
2023 Q1	–	Sell	-262	Closed	-$5K	–	4024
2022 Q4	$5K	Buy	262 +120	+85%	+$1.38K	﹤0.01%	3792
2022 Q3	$5K	Sell	142 -146	-51%	-$1.88K	﹤0.01%	4038
2022 Q2	$6K	Hold	288	–	–	﹤0.01%	3699
2022 Q1	$6K	Buy	+288	New	+$4.32K	﹤0.01%	3699
2019 Q1	–	Sell	-3,625	Closed	-$53K	–	2997
2018 Q4	$53K	Hold	3,625	–	–	﹤0.01%	1582
2018 Q3	$54K	Hold	3,625	–	–	﹤0.01%	1849
2018 Q2	$57K	Hold	3,625	–	–	﹤0.01%	1842
2018 Q1	$60K	Hold	3,625	–	–	﹤0.01%	1711
2017 Q4	$60K	Hold	3,625	–	–	﹤0.01%	1728
2017 Q3	$63K	Hold	3,625	–	–	﹤0.01%	1849
2017 Q2	$63K	Hold	3,625	–	–	﹤0.01%	1808
2017 Q1	$60K	Hold	3,625	–	–	﹤0.01%	1818
2016 Q4	$59K	Hold	3,625	–	–	﹤0.01%	1778
2016 Q3	$67K	Hold	3,625	–	–	﹤0.01%	1624
2016 Q2	$69K	Buy	+3,625	New	+$66.7K	﹤0.01%	1565
2016 Q1	–	Sell	-3,625	Closed	-$62K	–	2987
2015 Q4	$62K	Buy	+3,625	New	+$60.9K	﹤0.01%	1471

Other funds holding MHD

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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