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Pettinga Financial Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Pettinga Financial Advisors’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
Q2 		$875K Buy
73,558
+12,643
+21% +$148K 0.14% 78
2026
Q1 		$687K Buy
60,915
+43,740
+255% +$514K 0.13% 88
2025
Q4 		$202K Buy
+17,175
New +$201K 0.04% 143

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Pettinga Financial Advisors's MHD Position: Q2 2026 in Review

Pettinga Financial Advisors increased its BlackRock MuniHoldings Fund (MHD) stake by 21% in Q2 2026, buying an estimated $148K and bringing the position to 73,558 shares worth $875K. The position accounts for 0.14% of the portfolio, ranked #78.

Pettinga Financial Advisors first reported a position in MHD in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Pettinga Financial Advisors held 73,558 shares of BlackRock MuniHoldings Fund worth $875K as of Q2 2026.
  • Pettinga Financial Advisors bought 12,643 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $148K.
  • BlackRock MuniHoldings Fund made up 0.14% of Pettinga Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Pettinga Financial Advisors first reported a position in BlackRock MuniHoldings Fund in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.