United Financial Planning Group’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,980
Closed -$20.3K 551
2025
Q4
$20.3K Sell
1,980
-990
-33% -$10.2K 0.01% 139
2025
Q3
$30.4K Buy
+2,970
New +$29K 0.02% 102

United Financial Planning Group's MHN Position: Q1 2026 in Review

United Financial Planning Group sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2026, closing a stake of 1,980 shares — an estimated $20.3K sold.

United Financial Planning Group first reported a position in MHN in Q3 2025 and held it in 2 quarters. The position peaked at $30.4K in Q3 2025. 0 funds tracked by Wall St. Rank hold MHN as of Q1 2026.

  • United Financial Planning Group reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1,980 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2026, an estimated $20.3K.
  • United Financial Planning Group first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $30.4K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.