Integrated Wealth Concepts’s BlackRock MuniHoldings Fund MHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$284K Buy
2025
Q1
Sell
2024
Q4
$141K Sell
2024
Q3
$153K Sell
2024
Q2
$154K Sell
2024
Q1
$170K Hold
2023
Q4
$168K Buy
2023
Q3
$136K Hold
2023
Q2
$153K Sell
2023
Q1
$164K Hold
2022
Q4
$166K Sell
2022
Q3
$188K Hold
2022
Q2
$212K Buy