Rothschild Investment LLC’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
45,576
-8,094
| -15% | -$90.7K | 0.03% | 335 |
|
|
2025
Q1 | $630K | Hold |
53,670
| – | – | 0.04% | 291 |
|
|
2024
Q4 | $626K | Hold |
53,670
| – | – | 0.04% | 304 |
|
|
2024
Q3 | $679K | Buy |
53,670
+4,494
| +9% | +$56.8K | 0.04% | 300 |
|
|
2024
Q2 | $595K | Hold |
49,176
| – | – | 0.04% | 305 |
|
|
2024
Q1 | $594K | Hold |
49,176
| – | – | 0.04% | 303 |
|
|
2023
Q4 | $586K | Buy |
+49,176
| New | +$586K | 0.05% | 261 |
|