MWM
MVT

Melfa Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

Melfa Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-64,785
Closed -$700K – 205
2025
Q4 		$700K Hold
64,785
– – 0.4% 66
2025
Q3 		$689K Hold
64,785
– – 0.4% 61
2025
Q2 		$669K Buy
64,785
+18,200
+39% +$185K 0.42% 57
2025
Q1 		$492K Hold
46,585
– – 0.33% 75
2024
Q4 		$491K Sell
46,585
-176
-0.4% -$1.94K 0.33% 80
2024
Q3 		$533K Hold
46,761
– – 0.35% 73
2024
Q2 		$517K Sell
46,761
-8,491
-15% -$90.5K 0.36% 71
2024
Q1 		$603K Buy
55,252
+17
+0% +$183 0.44% 58
2023
Q4 		$595K Buy
55,235
+27
+0% +$269 0.56% 46
2023
Q3 		$513K Sell
55,208
-1,367
-2% -$14K 0.56% 47
2023
Q2 		$601K Buy
56,575
+16,064
+40% +$168K 0.61% 43
2023
Q1 		$435K Sell
40,511
-3,954
-9% -$42.8K 0.44% 65
2022
Q4 		$465K Buy
+44,465
New +$457K 0.49% 57

Melfa Wealth Management's MVT Position: Q1 2026 in Review

Melfa Wealth Management sold out of BlackRock MuniVest Fund II (MVT) in Q1 2026, closing a stake of 64,785 shares — an estimated $700K sold.

Melfa Wealth Management first reported a position in MVT in Q4 2022 and held it in 13 quarters. The position peaked at $700K in Q4 2025. 0 funds tracked by Wall St. Rank hold MVT as of Q1 2026.

  • Melfa Wealth Management reported no remaining BlackRock MuniVest Fund II position as of Q1 2026 after selling out during the quarter.
  • Melfa Wealth Management sold 64,785 BlackRock MuniVest Fund II shares in Q1 2026, an estimated $700K.
  • Melfa Wealth Management first reported a position in BlackRock MuniVest Fund II in Q4 2022 and held it in 13 quarters.
  • Melfa Wealth Management's BlackRock MuniVest Fund II position peaked at $700K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.