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 Q2	$1.05K	Hold	88	–	–	﹤0.01%	4480
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	–	4022
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	–	2989
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	–	2984
2015 Q4	$62K	Buy	+3,625	New	+$60.9K	﹤0.01%	1471

Other funds holding MHD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IFP Advisors's MHD Position: Q2 2026 in Review

IFP Advisors held its BlackRock MuniHoldings Fund (MHD) position steady in Q2 2026 at 88 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4480.

IFP Advisors first reported a position in MHD in Q4 2015 and has held it in 19 quarters since. The position peaked at $69K in Q2 2016. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

IFP Advisors held 88 shares of BlackRock MuniHoldings Fund worth $1.05K as of Q2 2026.
IFP Advisors left its BlackRock MuniHoldings Fund share count unchanged in Q2 2026.
BlackRock MuniHoldings Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4480 holding.
IFP Advisors first reported a position in BlackRock MuniHoldings Fund in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's BlackRock MuniHoldings Fund position peaked at $69K in Q2 2016.
209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.