Plancorp LLC’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
-20,000
Closed -$216K 390
2025
Q4
$216K Hold
20,000
0.01% 340
2025
Q3
$213K Hold
20,000
0.01% 355
2025
Q2
$206K Hold
20,000
0.01% 351
2025
Q1
$211K Buy
+20,000
New +$215K 0.01% 335

Plancorp LLC's MVT Position: Q1 2026 in Review

Plancorp LLC sold out of BlackRock MuniVest Fund II (MVT) in Q1 2026, closing a stake of 20,000 shares — an estimated $216K sold.

Plancorp LLC first reported a position in MVT in Q1 2025 and held it in 4 quarters. The position peaked at $216K in Q4 2025. 0 funds tracked by Wall St. Rank hold MVT as of Q1 2026.

  • Plancorp LLC reported no remaining BlackRock MuniVest Fund II position as of Q1 2026 after selling out during the quarter.
  • Plancorp LLC sold 20,000 BlackRock MuniVest Fund II shares in Q1 2026, an estimated $216K.
  • Plancorp LLC first reported a position in BlackRock MuniVest Fund II in Q1 2025 and held it in 4 quarters.
  • Plancorp LLC's BlackRock MuniVest Fund II position peaked at $216K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.