Stone Summit Wealth’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Stone Summit Wealth’s Portfolio MFL Stock Details MFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-58,984	Closed	-$730K	–	137
2022 Q1	$730K	Buy	58,984 +30,834	+110%	+$405K	0.41%	70
2021 Q4	$416K	Buy	+28,150	New	+$408K	0.34%	84

Other funds holding MFL

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stone Summit Wealth's MFL Position: Q2 2022 in Review

Stone Summit Wealth sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2022, closing a stake of 58,984 shares — an estimated $730K sold.

Stone Summit Wealth first reported a position in MFL in Q4 2021 and held it in 2 quarters. The position peaked at $730K in Q1 2022. 1 fund tracked by Wall St. Rank holds MFL as of Q2 2022.

Stone Summit Wealth reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2022 after selling out during the quarter.
Stone Summit Wealth sold 58,984 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2022, an estimated $730K.
Stone Summit Wealth first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2021 and held it in 2 quarters.
Stone Summit Wealth's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $730K in Q1 2022.
1 fund tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2022.

Based on Stone Summit Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.