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BlackRock MuniHoldings Fund shares owned by Caldwell Trust

Quarter-by-quarter ownership of BlackRock MuniHoldings Fund (MHD) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in BlackRock MuniHoldings Fund

Tip: Access up to 7 years of quarterly data

All positions including BlackRock MuniHoldings Fund held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock MuniHoldings Fund by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $93k 8.2k 11.28
2020-03-31 $27k 1.7k 15.58
2019-12-31 $29k 1.7k 16.94

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding BlackRock MuniHoldings Fund

Karpus Investment Management
Rivernorth Capital Management
MacKay Shields
Guggenheim Capital, LLC Managers
Pathstone Holdings
Hennion & Walsh Asset Management
Advisors Asset Management
Rareview Capital
Allspring Global Investments Holdings
Van Eck Associates Corp.
Fiera Capital Corporation
Melfa Wealth Management
City of London Investment Management Company
Atala Financial
Sit Investment Associates

View all funds holding BlackRock MuniHoldings Fund