IFWM
MVT

Institute for Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

Institute for Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,360
Closed -$209K – 522
2023
Q4 		$209K Hold
19,360
– – 0.03% 455
2023
Q3 		$180K Buy
+19,360
New +$198K 0.03% 440
2022
Q3 		– Sell
-18,290
Closed -$208K – 494
2022
Q2 		$208K Buy
+18,290
New +$220K 0.04% 479

Other funds holding MVT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 $34.3B AUM 27.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Institute for Wealth Management's MVT Position: Q1 2024 in Review

Institute for Wealth Management sold out of BlackRock MuniVest Fund II (MVT) in Q1 2024, closing a stake of 19,360 shares — an estimated $209K sold.

Institute for Wealth Management first reported a position in MVT in Q2 2022 and held it in 3 quarters. The position peaked at $209K in Q4 2023. 67 funds tracked by Wall St. Rank hold MVT as of Q1 2024.

  • Institute for Wealth Management reported no remaining BlackRock MuniVest Fund II position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 19,360 BlackRock MuniVest Fund II shares in Q1 2024, an estimated $209K.
  • Institute for Wealth Management first reported a position in BlackRock MuniVest Fund II in Q2 2022 and held it in 3 quarters.
  • Institute for Wealth Management's BlackRock MuniVest Fund II position peaked at $209K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.