MWM
MHD icon

Melfa Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Melfa Wealth Management’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 		$4.32M Buy
382,553
+204,412
+115% +$2.4M 2.48% 7
2025
Q4 		$2.09M Sell
178,141
-9,883
-5% -$116K 1.21% 21
2025
Q3 		$2.21M Buy
188,024
+12
+0% +$135 1.3% 19
2025
Q2 		$2.11M Sell
188,012
-428
-0.2% -$4.8K 1.33% 19
2025
Q1 		$2.21M Buy
188,440
+8
+0% +$96 1.49% 17
2024
Q4 		$2.2M Buy
188,432
+14
+0% +$172 1.47% 16
2024
Q3 		$2.38M Buy
188,418
+9
+0% +$111 1.57% 15
2024
Q2 		$2.28M Buy
188,409
+75
+0% +$883 1.59% 13
2024
Q1 		$2.28M Sell
188,334
-7,590
-4% -$90.6K 1.64% 13
2023
Q4 		$2.24M Sell
195,924
-3,056
-2% -$33.5K 2.11% 11
2023
Q3 		$2.05M Sell
198,980
-3,073
-2% -$34.8K 2.23% 9
2023
Q2 		$2.35M Sell
202,053
-3,664
-2% -$42.6K 2.38% 8
2023
Q1 		$2.48M Sell
205,717
-9,227
-4% -$111K 2.48% 8
2022
Q4 		$2.61M Buy
+214,944
New +$2.47M 2.73% 6

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $223M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return