Mascoma Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Mascoma Wealth Management’s Portfolio MHN Stock Details MHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-48	Closed	-$487	–	483
2025 Q1	$487	Hold	48	–	–	﹤0.01%	485
2024 Q4	$496	Hold	48	–	–	﹤0.01%	504
2024 Q3	$536	Hold	48	–	–	﹤0.01%	445
2024 Q2	$516	Hold	48	–	–	﹤0.01%	481
2024 Q1	$508	Hold	48	–	–	﹤0.01%	445
2023 Q4	$504	Hold	48	–	–	﹤0.01%	458
2023 Q3	$438	Hold	48	–	–	﹤0.01%	493
2023 Q2	$486	Hold	48	–	–	﹤0.01%	472
2023 Q1	$504	Hold	48	–	–	﹤0.01%	577
2022 Q4	$493	Hold	48	–	–	﹤0.01%	605
2022 Q3	$0	Hold	48	–	–	﹤0.01%	615
2022 Q2	$1K	Buy	+48	New	+$550	﹤0.01%	584

Other funds holding MHN

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mascoma Wealth Management's MHN Position: Q2 2025 in Review

Mascoma Wealth Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q2 2025, closing a stake of 48 shares — an estimated $487 sold.

Mascoma Wealth Management first reported a position in MHN in Q2 2022 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 43 funds tracked by Wall St. Rank hold MHN as of Q2 2025.

Mascoma Wealth Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 48 BlackRock MuniHoldings New Yrok Quality Fund shares in Q2 2025, an estimated $487.
Mascoma Wealth Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q2 2022 and held it in 12 quarters.
Mascoma Wealth Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $1K in Q2 2022.
43 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.