SW
MFL

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

SVB 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
-750
Closed -$9K – 873
2022
Q1 		$9K Hold
750
– – ﹤0.01% 775
2021
Q4 		$11K Hold
750
– – ﹤0.01% 788
2021
Q3 		$10K Hold
750
– – ﹤0.01% 991
2021
Q2 		$11K Hold
750
– – ﹤0.01% 969
2021
Q1 		$10K Hold
750
– – ﹤0.01% 910
2020
Q4 		$10K Hold
750
– – ﹤0.01% 845
2020
Q3 		$10K Hold
750
– – ﹤0.01% 732
2020
Q2 		$9K Hold
750
– – ﹤0.01% 617
2020
Q1 		$9K Hold
750
– – ﹤0.01% 551
2019
Q4 		$10K Buy
+750
New +$9.99K ﹤0.01% 630

Other funds holding MFL

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

SVB Wealth's MFL Position: Q2 2022 in Review

SVB Wealth sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2022, closing a stake of 750 shares — an estimated $9K sold.

SVB Wealth first reported a position in MFL in Q4 2019 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 1 fund tracked by Wall St. Rank holds MFL as of Q2 2022.

  • SVB Wealth reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 750 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2022, an estimated $9K.
  • SVB Wealth first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2019 and held it in 10 quarters.
  • SVB Wealth's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $11K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.