Mascoma Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,433	Closed	-$9.93K	–	534
2025 Q4	$9.93K	Hold	1,433	–	–	﹤0.01%	316
2025 Q3	$9.83K	Hold	1,433	–	–	﹤0.01%	330
2025 Q2	$9.43K	Hold	1,433	–	–	﹤0.01%	330
2025 Q1	$10K	Hold	1,433	–	–	﹤0.01%	329
2024 Q4	$10.1K	Hold	1,433	–	–	﹤0.01%	346
2024 Q3	$10.9K	Hold	1,433	–	–	﹤0.01%	316
2024 Q2	$10.3K	Hold	1,433	–	–	﹤0.01%	331
2024 Q1	$10.1K	Hold	1,433	–	–	﹤0.01%	314
2023 Q4	$10.2K	Hold	1,433	–	–	﹤0.01%	322
2023 Q3	$8.68K	Hold	1,433	–	–	﹤0.01%	333
2023 Q2	$9.53K	Hold	1,433	–	–	﹤0.01%	323
2023 Q1	$9.8K	Hold	1,433	–	–	﹤0.01%	408
2022 Q4	$10K	Hold	1,433	–	–	﹤0.01%	409
2022 Q3	$10K	Hold	1,433	–	–	﹤0.01%	404
2022 Q2	$11K	Buy	+1,433	New	+$10.8K	﹤0.01%	411

Other funds holding MVF

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Mascoma Wealth Management's MVF Position: Q1 2026 in Review

Mascoma Wealth Management sold out of BlackRock MuniVest Fund (MVF) in Q1 2026, closing a stake of 1,433 shares — an estimated $9.93K sold.

Mascoma Wealth Management first reported a position in MVF in Q2 2022 and held it in 15 quarters. The position peaked at $11K in Q2 2022. 1 fund tracked by Wall St. Rank holds MVF as of Q1 2026.

Mascoma Wealth Management reported no remaining BlackRock MuniVest Fund position as of Q1 2026 after selling out during the quarter.
Mascoma Wealth Management sold 1,433 BlackRock MuniVest Fund shares in Q1 2026, an estimated $9.93K.
Mascoma Wealth Management first reported a position in BlackRock MuniVest Fund in Q2 2022 and held it in 15 quarters.
Mascoma Wealth Management's BlackRock MuniVest Fund position peaked at $11K in Q2 2022.
1 fund tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.