Wealth Enhancement Advisory Services
MHD icon

Wealth Enhancement Advisory Services’s BlackRock MuniHoldings Fund MHD Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$242K Sell
20,428
-1,597
-7% -$18.7K ﹤0.01% 3413
2026
Q1 		$249K Buy
+22,025
New +$259K ﹤0.01% 2954

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's MHD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its BlackRock MuniHoldings Fund (MHD) stake by 7.3% in Q2 2026, selling an estimated $18.7K and leaving 20,428 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Wealth Enhancement Advisory Services first reported a position in MHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 48 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,428 shares of BlackRock MuniHoldings Fund worth $242K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,597 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $18.7K.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3413 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's BlackRock MuniHoldings Fund position peaked at $249K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.