OBWG
MHI

Onyx Bridge Wealth Group’s Pioneer Municipal High Income Fund MHI Stock Holding History

Onyx Bridge Wealth Group’s Portfolio MHI Stock Details MHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,721
Closed -$116K – 294
2024
Q2 		$116K Hold
12,721
– – 0.02% 258
2024
Q1 		$108K Hold
12,721
– – 0.02% 249
2023
Q4 		$110K Hold
12,721
– – 0.02% 242
2023
Q3 		$92K Hold
12,721
– – 0.02% 224
2023
Q2 		$109K Hold
12,721
– – 0.03% 223
2023
Q1 		$113K Hold
12,721
– – 0.05% 172
2022
Q4 		$114K Hold
12,721
– – 0.05% 170
2022
Q3 		$109K Hold
12,721
– – 0.05% 158
2022
Q2 		$123K Hold
12,721
– – 0.05% 150
2022
Q1 		$122K Buy
12,721
+675
+6% +$7.55K 0.05% 145
2021
Q4 		$147K Buy
12,046
+656
+6% +$7.96K 0.05% 159
2021
Q3 		$137K Buy
+11,390
New +$145K 0.05% 146

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Onyx Bridge Wealth Group's MHI Position: Q3 2024 in Review

Onyx Bridge Wealth Group sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2024, closing a stake of 12,721 shares — an estimated $116K sold.

Onyx Bridge Wealth Group first reported a position in MHI in Q3 2021 and held it in 12 quarters. The position peaked at $147K in Q4 2021. 48 funds tracked by Wall St. Rank hold MHI as of Q3 2024.

  • Onyx Bridge Wealth Group reported no remaining Pioneer Municipal High Income Fund position as of Q3 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 12,721 Pioneer Municipal High Income Fund shares in Q3 2024, an estimated $116K.
  • Onyx Bridge Wealth Group first reported a position in Pioneer Municipal High Income Fund in Q3 2021 and held it in 12 quarters.
  • Onyx Bridge Wealth Group's Pioneer Municipal High Income Fund position peaked at $147K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2024, filed 17 Oct 2024.