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Steward Partners Investment Advisory’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Steward Partners Investment Advisory’s Portfolio BHV Stock Details BHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Hold
2,000
– – ﹤0.01% 3306
2026
Q1 		$20.7K Hold
2,000
– – ﹤0.01% 3210
2025
Q4 		$20.9K Hold
2,000
– – ﹤0.01% 3124
2025
Q3 		$21.6K Buy
+2,000
New +$20.8K ﹤0.01% 3062

Other funds holding BHV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's BHV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its BlackRock Virginia Muni Bond Trust (BHV) position steady in Q2 2026 at 2,000 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Steward Partners Investment Advisory first reported a position in BHV in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold BHV as of Q2 2026.

  • Steward Partners Investment Advisory held 2,000 shares of BlackRock Virginia Muni Bond Trust worth $25.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its BlackRock Virginia Muni Bond Trust share count unchanged in Q2 2026.
  • BlackRock Virginia Muni Bond Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3306 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Virginia Muni Bond Trust in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.