WFA
MVF

Wellspring Financial Advisors’s BlackRock MuniVest Fund MVF Stock Holding History

Wellspring Financial Advisors’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-81,242
Closed -$563K – 303
2025
Q4 		$563K Hold
81,242
– – 0.04% 139
2025
Q3 		$557K Sell
81,242
-6,439
-7% -$43K 0.05% 85
2025
Q2 		$577K Buy
87,681
+7,448
+9% +$50.2K 0.06% 79
2025
Q1 		$562K Sell
80,233
-6,563
-8% -$47.2K 0.06% 72
2024
Q4 		$611K Sell
86,796
-21,472
-20% -$158K 0.06% 69
2024
Q3 		$823K Buy
108,268
+40,968
+61% +$304K 0.1% 64
2024
Q2 		$483K Buy
67,300
+17,000
+34% +$119K 0.07% 82
2024
Q1 		$355K Hold
50,300
– – 0.06% 90
2023
Q4 		$358K Buy
50,300
+5,100
+11% +$33.1K 0.09% 91
2023
Q3 		$274K Buy
45,200
+8,300
+22% +$54.7K 0.08% 90
2023
Q2 		$248K Hold
36,900
– – 0.07% 90
2023
Q1 		$255K Buy
36,900
+23,900
+184% +$166K 0.08% 97
2022
Q4 		$91.1K Buy
+13,000
New +$87.2K 0.03% 127

Other funds holding MVF

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wellspring Financial Advisors's MVF Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of BlackRock MuniVest Fund (MVF) in Q1 2026, closing a stake of 81,242 shares — an estimated $563K sold.

Wellspring Financial Advisors first reported a position in MVF in Q4 2022 and held it in 13 quarters. The position peaked at $823K in Q3 2024. 1 fund tracked by Wall St. Rank holds MVF as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining BlackRock MuniVest Fund position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 81,242 BlackRock MuniVest Fund shares in Q1 2026, an estimated $563K.
  • Wellspring Financial Advisors first reported a position in BlackRock MuniVest Fund in Q4 2022 and held it in 13 quarters.
  • Wellspring Financial Advisors's BlackRock MuniVest Fund position peaked at $823K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.