VisionPoint Advisory Group
MHD icon

VisionPoint Advisory Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

VisionPoint Advisory Group’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$544K Buy
53,043
+698
+1% +$7.94K 0.09% 226
2026
Q2 		$623K Buy
52,345
+13,534
+35% +$158K 0.1% 223
2026
Q1 		$438K Buy
+38,811
New +$457K 0.08% 249

Other funds holding MHD

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
BASWMI
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VisionPoint Advisory Group's MHD Position: Q3 2026 in Review

VisionPoint Advisory Group increased its BlackRock MuniHoldings Fund (MHD) stake by 1.3% in Q3 2026, buying an estimated $7.94K and bringing the position to 53,043 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #226.

VisionPoint Advisory Group first reported a position in MHD in Q1 2026 and has held it in 3 quarters since. The position peaked at $623K in Q2 2026. 28 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • VisionPoint Advisory Group held 53,043 shares of BlackRock MuniHoldings Fund worth $544K as of Q3 2026.
  • VisionPoint Advisory Group bought 698 BlackRock MuniHoldings Fund shares in Q3 2026, an estimated $7.94K.
  • BlackRock MuniHoldings Fund made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #226 holding.
  • VisionPoint Advisory Group first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's BlackRock MuniHoldings Fund position peaked at $623K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.