SPIA
MVT

Steward Partners Investment Advisory’s BlackRock MuniVest Fund II MVT Stock Holding History

Steward Partners Investment Advisory’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,235
Closed -$12.7K – 4340
2025
Q2 		$12.7K Hold
1,235
– – ﹤0.01% 3107
2025
Q1 		$13.1K Hold
1,235
– – ﹤0.01% 2978
2024
Q4 		$13K Sell
1,235
-703
-36% -$7.75K ﹤0.01% 2989
2024
Q3 		$22.1K Buy
1,938
+1,235
+176% +$13.8K ﹤0.01% 2621
2024
Q2 		$7.77K Hold
703
– – ﹤0.01% 2911
2024
Q1 		$7.67K Hold
703
– – ﹤0.01% 2907
2023
Q4 		$7.57K Hold
703
– – ﹤0.01% 2814
2023
Q3 		$6.53K Hold
703
– – ﹤0.01% 2737
2023
Q2 		$7.47K Hold
703
– – ﹤0.01% 2663
2023
Q1 		$7.56K Hold
703
– – ﹤0.01% 2648
2022
Q4 		$7.35K Hold
703
– – ﹤0.01% 2637
2022
Q3 		$7K Hold
703
– – ﹤0.01% 2656
2022
Q2 		$8K Hold
703
– – ﹤0.01% 2601
2022
Q1 		$9K Buy
+703
New +$9.87K ﹤0.01% 2708

Other funds holding MVT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's MVT Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of BlackRock MuniVest Fund II (MVT) in Q3 2025, closing a stake of 1,235 shares — an estimated $12.7K sold.

Steward Partners Investment Advisory first reported a position in MVT in Q1 2022 and held it in 14 quarters. The position peaked at $22.1K in Q3 2024. 67 funds tracked by Wall St. Rank hold MVT as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining BlackRock MuniVest Fund II position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,235 BlackRock MuniVest Fund II shares in Q3 2025, an estimated $12.7K.
  • Steward Partners Investment Advisory first reported a position in BlackRock MuniVest Fund II in Q1 2022 and held it in 14 quarters.
  • Steward Partners Investment Advisory's BlackRock MuniVest Fund II position peaked at $22.1K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.