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Secure Asset Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Secure Asset Management’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
2022
Q2 		– Sell
-18,260
Closed -$260K – 199
2022
Q1 		$260K Buy
+18,260
New +$274K 0.12% 158

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Secure Asset Management's MHD Position: Q2 2022 in Review

Secure Asset Management sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2022, closing a stake of 18,260 shares — an estimated $260K sold.

Secure Asset Management first reported a position in MHD in Q1 2022 and held it in 1 quarter. The position peaked at $260K in Q1 2022. 111 funds tracked by Wall St. Rank hold MHD as of Q2 2022.

  • Secure Asset Management reported no remaining BlackRock MuniHoldings Fund position as of Q2 2022 after selling out during the quarter.
  • Secure Asset Management sold 18,260 BlackRock MuniHoldings Fund shares in Q2 2022, an estimated $260K.
  • Secure Asset Management first reported a position in BlackRock MuniHoldings Fund in Q1 2022 and held it in 1 quarter.
  • Secure Asset Management's BlackRock MuniHoldings Fund position peaked at $260K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.