Scarborough Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Scarborough 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	$901K	Buy	76,710 +2,930	+4%	+$34.2K	0.1%	73
2026 Q1	$832K	Buy	73,780 +34,984	+90%	+$411K	0.09%	84
2025 Q4	$455K	Buy	38,796 +887	+2%	+$10.4K	0.08%	67
2025 Q3	$445K	Buy	37,909 +2,909	+8%	+$32.8K	0.08%	64
2025 Q2	$392K	Hold	35,000	–	–	0.08%	66
2025 Q1	$411K	Hold	35,000	–	–	0.06%	91
2024 Q4	$408K	Buy	+35,000	New	+$431K	0.06%	91

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 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

Scarborough Advisors's MHD Position: Q2 2026 in Review

Scarborough Advisors increased its BlackRock MuniHoldings Fund (MHD) stake by 4% in Q2 2026, buying an estimated $34.2K and bringing the position to 76,710 shares worth $901K. The position accounts for 0.1% of the portfolio, ranked #73.

Scarborough Advisors first reported a position in MHD in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Scarborough Advisors held 76,710 shares of BlackRock MuniHoldings Fund worth $901K as of Q2 2026.
Scarborough Advisors bought 2,930 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $34.2K.
BlackRock MuniHoldings Fund made up 0.1% of Scarborough Advisors's portfolio in Q2 2026, its #73 holding.
Scarborough Advisors first reported a position in BlackRock MuniHoldings Fund in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.