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Independent Financial Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Independent Financial Group’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
Q3 		$118K Buy
11,492
+32
+0.3% +$364 ﹤0.01% 1541
2026
Q2 		$136K Buy
11,460
+33
+0.3% +$386 ﹤0.01% 1506
2026
Q1 		$129K Buy
+11,427
New +$134K ﹤0.01% 1406

Other funds holding MHD

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's MHD Position: Q3 2026 in Review

Independent Financial Group increased its BlackRock MuniHoldings Fund (MHD) stake by 0.28% in Q3 2026, buying an estimated $364 and bringing the position to 11,492 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Independent Financial Group first reported a position in MHD in Q1 2026 and has held it in 3 quarters since. The position peaked at $136K in Q2 2026. 5 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • Independent Financial Group held 11,492 shares of BlackRock MuniHoldings Fund worth $118K as of Q3 2026.
  • Independent Financial Group bought 32 BlackRock MuniHoldings Fund shares in Q3 2026, an estimated $364.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1541 holding.
  • Independent Financial Group first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's BlackRock MuniHoldings Fund position peaked at $136K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.