SFMG Wealth Advisors »

BlackRock MuniHoldings Fund shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of BlackRock MuniHoldings Fund (MHD) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in BlackRock MuniHoldings Fund

Tip: Access up to 7 years of quarterly data

All positions including BlackRock MuniHoldings Fund held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock MuniHoldings Fund by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $146k 12k 12.08
2023-12-31 $144k 12k 11.91
2023-09-30 $125k 12k 10.31

More positions owned by SFMG Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Atmos Energy Corporation (ATO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SFMG Wealth Advisors

Top funds holding BlackRock MuniHoldings Fund

Rivernorth Capital Management
MacKay Shields
Pathstone Holdings
Guggenheim Capital, LLC Managers
Bank of America Corporation
Fiera Capital Corporation
Saba Capital Management
Advisors Asset Management
Logan Stone Capital
Van Eck Associates Corp.
CNH Partners
Wells Fargo & Company
Robinson Capital Management
Compass Financial Group
Royal Bank of Canada

View all funds holding BlackRock MuniHoldings Fund