Stifel Financial’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Stifel Financial’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	–	Sell	-16,837	Closed	-$174K	–	3712
2026 Q1	$174K	Sell	16,837 -2,158	-11%	-$23K	﹤0.01%	3465
2025 Q4	$198K	Buy	18,995 +18	+0.1%	+$197	﹤0.01%	3388
2025 Q3	$205K	Buy	+18,977	New	+$197K	﹤0.01%	3329

Other funds holding BHV

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stifel Financial's BHV Position: Q2 2026 in Review

Stifel Financial sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q2 2026, closing a stake of 16,837 shares — an estimated $174K sold.

Stifel Financial first reported a position in BHV in Q3 2025 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 8 funds tracked by Wall St. Rank hold BHV as of Q2 2026.

Stifel Financial reported no remaining BlackRock Virginia Muni Bond Trust position as of Q2 2026 after selling out during the quarter.
Stifel Financial sold 16,837 BlackRock Virginia Muni Bond Trust shares in Q2 2026, an estimated $174K.
Stifel Financial first reported a position in BlackRock Virginia Muni Bond Trust in Q3 2025 and held it in 3 quarters.
Stifel Financial's BlackRock Virginia Muni Bond Trust position peaked at $205K in Q3 2025.
8 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.