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