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Nations Financial Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Nations Financial Group’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 		$152K Buy
+13,441
New +$158K 0.01% 748
2025
Q4 		– Sell
-15,572
Closed -$183K – 761
2025
Q3 		$183K Sell
15,572
-816
-5% -$9.21K 0.01% 685
2025
Q2 		$184K Hold
16,388
– – 0.01% 655
2025
Q1 		$192K Sell
16,388
-34,271
-68% -$410K 0.01% 628
2024
Q4 		$591K Sell
50,659
-2,652
-5% -$32.7K 0.04% 396
2024
Q3 		$674K Sell
53,311
-816
-2% -$10K 0.05% 368
2024
Q2 		$654K Hold
54,127
– – 0.05% 347
2024
Q1 		$654K Hold
54,127
– – 0.06% 349
2023
Q4 		$645K Buy
54,127
+1,086
+2% +$11.9K 0.06% 325
2023
Q3 		$547K Sell
53,041
-1,448
-3% -$16.4K 0.06% 342
2023
Q2 		$634K Sell
54,489
-416
-0.8% -$4.84K 0.06% 328
2023
Q1 		$662K Hold
54,905
– – 0.07% 296
2022
Q4 		$667K Buy
54,905
+9,511
+21% +$109K 0.07% 292
2022
Q3 		$511K Buy
45,394
+17,500
+63% +$225K 0.07% 289
2022
Q2 		$354K Hold
27,894
– – 0.05% 372
2022
Q1 		$397K Buy
+27,894
New +$419K 0.05% 357

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