Wellspring Financial Advisors’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 |
-23,409
| Closed | -$239K | – | 299 |
|
|
2025
Q4 | $239K | Buy |
23,409
+9,700
| +71% | +$100K | 0.02% | 236 |
|
|
2025
Q3 | $140K | Sell |
13,709
-9,860
| -42% | -$96.4K | 0.01% | 168 |
|
|
2025
Q2 | $231K | Buy |
23,569
+3,200
| +16% | +$31.5K | 0.02% | 142 |
|
|
2025
Q1 | $207K | Buy |
20,369
+10,369
| +104% | +$108K | 0.02% | 126 |
|
|
2024
Q4 | $103K | Hold |
10,000
| – | – | 0.01% | 143 |
|
|
2024
Q3 | $112K | Hold |
10,000
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $108K | Hold |
10,000
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $106K | Hold |
10,000
| – | – | 0.02% | 138 |
|
|
2023
Q4 | $105K | Hold |
10,000
| – | – | 0.03% | 134 |
|
|
2023
Q3 | $91.3K | Hold |
10,000
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $105K | Hold |
10,000
| – | – | 0.03% | 114 |
|
|
2023
Q1 | $106K | Hold |
10,000
| – | – | 0.03% | 121 |
|
|
2022
Q4 | $103K | Hold |
10,000
| – | – | 0.03% | 126 |
|
|
2022
Q3 | $98K | Hold |
10,000
| – | – | 0.04% | 97 |
|
|
2022
Q2 | $110K | Buy |
+10,000
| New | +$114K | 0.04% | 95 |
|
|
2021
Q2 | – | Sell |
-17,021
| Closed | -$214K | – | 108 |
|
|
2021
Q1 | $214K | Buy |
+17,021
| New | +$238K | 0.1% | 80 |
|
|
2020
Q4 | – | Sell |
-20,021
| Closed | -$269K | – | 95 |
|
|
2020
Q3 | $269K | Sell |
20,021
-2,000
| -9% | -$27.4K | 0.11% | 73 |
|
|
2020
Q2 | $292K | Buy |
22,021
+5,000
| +29% | +$63.7K | 0.12% | 70 |
|
|
2020
Q1 | $214K | Buy |
+17,021
| New | +$231K | 0.1% | 80 |
|
Wellspring Financial Advisors's MHN Position: Q1 2026 in Review
Wellspring Financial Advisors sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2026, closing a stake of 23,409 shares — an estimated $239K sold.
Wellspring Financial Advisors first reported a position in MHN in Q1 2020 and held it in 19 quarters. The position peaked at $292K in Q2 2020. 0 funds tracked by Wall St. Rank hold MHN as of Q1 2026.
- Wellspring Financial Advisors reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2026 after selling out during the quarter.
- Wellspring Financial Advisors sold 23,409 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2026, an estimated $239K.
- Wellspring Financial Advisors first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q1 2020 and held it in 19 quarters.
- Wellspring Financial Advisors's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $292K in Q2 2020.
- 0 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2026.
Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.