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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
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

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RCM
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HWAM
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RCM
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MSL
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GC
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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