SWA
MUE

SFMG Wealth Advisors’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History

SFMG Wealth Advisors’s Portfolio MUE Stock Details MUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,312
Closed -$144K – 333
2025
Q4 		$144K Hold
14,312
– – 0.01% 295
2025
Q3 		$144K Hold
14,312
– – 0.01% 297
2025
Q2 		$137K Hold
14,312
– – 0.01% 265
2025
Q1 		$143K Hold
14,312
– – 0.01% 265
2024
Q4 		$143K Hold
14,312
– – 0.01% 260
2024
Q3 		$153K Hold
14,312
– – 0.01% 260
2024
Q2 		$146K Hold
14,312
– – 0.01% 258
2024
Q1 		$146K Hold
14,312
– – 0.01% 265
2023
Q4 		$143K Hold
14,312
– – 0.01% 256
2023
Q3 		$126K Buy
+14,312
New +$136K 0.01% 235

SFMG Wealth Advisors's MUE Position: Q1 2026 in Review

SFMG Wealth Advisors sold out of BlackRock MuniHoldings Quality Fund II (MUE) in Q1 2026, closing a stake of 14,312 shares — an estimated $144K sold.

SFMG Wealth Advisors first reported a position in MUE in Q3 2023 and held it in 10 quarters. The position peaked at $153K in Q3 2024. 0 funds tracked by Wall St. Rank hold MUE as of Q1 2026.

  • SFMG Wealth Advisors reported no remaining BlackRock MuniHoldings Quality Fund II position as of Q1 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 14,312 BlackRock MuniHoldings Quality Fund II shares in Q1 2026, an estimated $144K.
  • SFMG Wealth Advisors first reported a position in BlackRock MuniHoldings Quality Fund II in Q3 2023 and held it in 10 quarters.
  • SFMG Wealth Advisors's BlackRock MuniHoldings Quality Fund II position peaked at $153K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniHoldings Quality Fund II as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.