Spire Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Spire Wealth 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
2026 Q2	$159K	Sell	13,336 -3,136	-19%	-$36.6K	﹤0.01%	853
2026 Q1	$186K	Buy	16,472 +12,472	+312%	+$147K	0.01%	797
2025 Q4	$47K	Hold	4,000	–	–	﹤0.01%	1202
2025 Q3	$47K	Hold	4,000	–	–	﹤0.01%	1256
2025 Q2	$44.8K	Hold	4,000	–	–	﹤0.01%	1241
2025 Q1	$47K	Hold	4,000	–	–	﹤0.01%	1306
2024 Q4	$46.7K	Hold	4,000	–	–	﹤0.01%	1313
2024 Q3	$50.6K	Hold	4,000	–	–	﹤0.01%	1129
2024 Q2	$48.4K	Hold	4,000	–	–	﹤0.01%	1132
2024 Q1	$48.3K	Hold	4,000	–	–	﹤0.01%	1227
2023 Q4	$46.6K	Buy	4,000 +1,362	+52%	+$14.9K	﹤0.01%	1222
2023 Q3	$27.2K	Hold	2,638	–	–	﹤0.01%	1386
2023 Q2	$30.7K	Hold	2,638	–	–	﹤0.01%	1402
2023 Q1	$31.8K	Buy	+2,638	New	+$31.6K	﹤0.01%	1405
2022 Q3	–	Sell	-2,638	Closed	-$33K	–	2444
2022 Q2	$33K	Hold	2,638	–	–	﹤0.01%	1468
2022 Q1	$38K	Sell	2,638 -4,000	-60%	-$60.1K	﹤0.01%	1551
2021 Q4	$111K	Sell	6,638 -1,638	-20%	-$27.2K	﹤0.01%	1364
2021 Q3	$135K	Hold	8,276	–	–	﹤0.01%	1078
2021 Q2	$139K	Buy	8,276 +1,043	+14%	+$17.3K	﹤0.01%	1072
2021 Q1	$116K	Buy	+7,233	New	+$117K	﹤0.01%	1338

Other funds holding MHD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Spire Wealth Management's MHD Position: Q2 2026 in Review

Spire Wealth Management reduced its BlackRock MuniHoldings Fund (MHD) stake by 19% in Q2 2026, selling an estimated $36.6K and leaving 13,336 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Spire Wealth Management first reported a position in MHD in Q1 2021 and has held it in 20 quarters since. The position peaked at $186K in Q1 2026. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Spire Wealth Management held 13,336 shares of BlackRock MuniHoldings Fund worth $159K as of Q2 2026.
Spire Wealth Management sold 3,136 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $36.6K.
BlackRock MuniHoldings Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #853 holding.
Spire Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's BlackRock MuniHoldings Fund position peaked at $186K in Q1 2026.
209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.