IFWM
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Institute for Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Institute for Wealth Management’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 		$38.5K Buy
+3,234
New +$37.8K ﹤0.01% 944

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Institute for Wealth Management's MHD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock MuniHoldings Fund (MHD) in Q2 2026: 3,234 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

120 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Institute for Wealth Management held 3,234 shares of BlackRock MuniHoldings Fund worth $38.5K as of Q2 2026.
  • BlackRock MuniHoldings Fund was a new Institute for Wealth Management position in Q2 2026.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #944 holding.
  • 120 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.