Insigneo Advisory Services’s BlackRock MuniHoldings Fund MHD Stock Holding History

Insigneo Advisory Services’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	$141K	Buy	11,862 +28	+0.2%	+$327	0.01%	807
2026 Q1	$133K	Buy	11,834 +1,834	+18%	+$21.6K	0.01%	669
2025 Q4	$117K	Hold	10,000	–	–	0.01%	675
2025 Q3	$118K	Hold	10,000	–	–	0.01%	664
2025 Q2	$112K	Hold	10,000	–	–	0.01%	596
2025 Q1	$117K	Hold	10,000	–	–	0.01%	549
2024 Q4	$117K	Hold	10,000	–	–	0.01%	545
2024 Q3	$127K	Hold	10,000	–	–	0.01%	565
2024 Q2	$121K	Buy	+10,000	New	+$118K	0.01%	518

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

Insigneo Advisory Services's MHD Position: Q2 2026 in Review

Insigneo Advisory Services increased its BlackRock MuniHoldings Fund (MHD) stake by 0.24% in Q2 2026, buying an estimated $327 and bringing the position to 11,862 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #807.

Insigneo Advisory Services first reported a position in MHD in Q2 2024 and has held it in 9 quarters since. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Insigneo Advisory Services held 11,862 shares of BlackRock MuniHoldings Fund worth $141K as of Q2 2026.
Insigneo Advisory Services bought 28 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $327.
BlackRock MuniHoldings Fund made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #807 holding.
Insigneo Advisory Services first reported a position in BlackRock MuniHoldings Fund in Q2 2024 and has held it in 9 quarters since.
209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.