SFMG Wealth Advisors’s BlackRock MuniVest Fund MVF Stock Holding History

SFMG Wealth Advisors’s Portfolio MVF Stock Details MVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,753	Closed	-$144K	–	334
2025 Q4	$144K	Hold	20,753	–	–	0.01%	294
2025 Q3	$142K	Hold	20,753	–	–	0.01%	298
2025 Q2	$137K	Hold	20,753	–	–	0.01%	266
2025 Q1	$145K	Hold	20,753	–	–	0.01%	264
2024 Q4	$146K	Hold	20,753	–	–	0.01%	259
2024 Q3	$158K	Hold	20,753	–	–	0.01%	257
2024 Q2	$149K	Hold	20,753	–	–	0.01%	255
2024 Q1	$147K	Hold	20,753	–	–	0.01%	263
2023 Q4	$148K	Hold	20,753	–	–	0.01%	254
2023 Q3	$126K	Buy	+20,753	New	+$137K	0.01%	234

Other funds holding MVF

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

SFMG Wealth Advisors sold out of BlackRock MuniVest Fund (MVF) in Q1 2026, closing a stake of 20,753 shares — an estimated $144K sold.

SFMG Wealth Advisors first reported a position in MVF in Q3 2023 and held it in 10 quarters. The position peaked at $158K in Q3 2024. 1 fund tracked by Wall St. Rank holds MVF as of Q1 2026.

SFMG Wealth Advisors reported no remaining BlackRock MuniVest Fund position as of Q1 2026 after selling out during the quarter.
SFMG Wealth Advisors sold 20,753 BlackRock MuniVest Fund shares in Q1 2026, an estimated $144K.
SFMG Wealth Advisors first reported a position in BlackRock MuniVest Fund in Q3 2023 and held it in 10 quarters.
SFMG Wealth Advisors's BlackRock MuniVest Fund position peaked at $158K in Q3 2024.
1 fund tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q1 2026.

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