LWL
MHD icon

Leo Wealth LLC’s BlackRock MuniHoldings Fund MHD Stock Holding History

Leo Wealth LLC’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
Q1 		$2.84M Buy
+251,331
New +$2.96M 0.21% 95

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
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
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Leo Wealth LLC's MHD Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in BlackRock MuniHoldings Fund (MHD) in Q1 2026: 251,331 shares worth $2.84M. The stake represents 0.21% of the portfolio and ranks #95 among its holdings.

204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

  • Leo Wealth LLC held 251,331 shares of BlackRock MuniHoldings Fund worth $2.84M as of Q1 2026.
  • BlackRock MuniHoldings Fund was a new Leo Wealth LLC position in Q1 2026.
  • BlackRock MuniHoldings Fund made up 0.21% of Leo Wealth LLC's portfolio in Q1 2026, its #95 holding.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.