Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BHV Stock Details BHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,475
Closed -$167K – 3184
2022
Q1 		$167K Buy
+8,475
New +$158K ﹤0.01% 1501

Other funds holding BHV

WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
THWM
Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Northwestern Mutual Wealth Management's BHV Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q2 2022, closing a stake of 8,475 shares — an estimated $167K sold.

Northwestern Mutual Wealth Management first reported a position in BHV in Q1 2022 and held it in 1 quarter. The position peaked at $167K in Q1 2022. 13 funds tracked by Wall St. Rank hold BHV as of Q2 2022.

  • Northwestern Mutual Wealth Management reported no remaining BlackRock Virginia Muni Bond Trust position as of Q2 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 8,475 BlackRock Virginia Muni Bond Trust shares in Q2 2022, an estimated $167K.
  • Northwestern Mutual Wealth Management first reported a position in BlackRock Virginia Muni Bond Trust in Q1 2022 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's BlackRock Virginia Muni Bond Trust position peaked at $167K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.