SFMG Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

SFMG Wealth 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 Q1	$274K	Buy	24,310 +12,217	+101%	+$144K	0.02%	259
2025 Q4	$142K	Hold	12,093	–	–	0.01%	296
2025 Q3	$142K	Hold	12,093	–	–	0.01%	299
2025 Q2	$135K	Hold	12,093	–	–	0.01%	267
2025 Q1	$142K	Hold	12,093	–	–	0.01%	266
2024 Q4	$141K	Hold	12,093	–	–	0.01%	261
2024 Q3	$153K	Hold	12,093	–	–	0.01%	261
2024 Q2	$146K	Hold	12,093	–	–	0.01%	257
2024 Q1	$146K	Hold	12,093	–	–	0.01%	264
2023 Q4	$144K	Hold	12,093	–	–	0.01%	255
2023 Q3	$125K	Buy	+12,093	New	+$137K	0.01%	236

Other funds holding MHD

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return