IBOK
MHD icon

Independence Bank of Kentucky’s BlackRock MuniHoldings Fund MHD Stock Holding History

Independence Bank of Kentucky’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
2025
Q4 		– Sell
-425
Closed -$4.99K – 741
2025
Q3 		$4.99K Sell
425
-233
-35% -$2.63K ﹤0.01% 582
2025
Q2 		$7.37K Sell
658
-674
-51% -$7.57K ﹤0.01% 545
2025
Q1 		$15.6K Hold
1,332
– – ﹤0.01% 484
2024
Q4 		$15.5K Buy
+1,332
New +$16.4K ﹤0.01% 487

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 0.79% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Independence Bank of Kentucky's MHD Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2025, closing a stake of 425 shares — an estimated $4.99K sold.

Independence Bank of Kentucky first reported a position in MHD in Q4 2024 and held it in 4 quarters. The position peaked at $15.6K in Q1 2025. 114 funds tracked by Wall St. Rank hold MHD as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining BlackRock MuniHoldings Fund position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 425 BlackRock MuniHoldings Fund shares in Q4 2025, an estimated $4.99K.
  • Independence Bank of Kentucky first reported a position in BlackRock MuniHoldings Fund in Q4 2024 and held it in 4 quarters.
  • Independence Bank of Kentucky's BlackRock MuniHoldings Fund position peaked at $15.6K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.