BlackRock MuniHoldings Fund shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of BlackRock MuniHoldings Fund (MHD) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in BlackRock MuniHoldings Fund
Tip: Access up to 7 years of quarterly data
All positions including BlackRock MuniHoldings Fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in BlackRock MuniHoldings Fund by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $312k | 25k | 12.65 |
| 2024-06-30 | $299k | 25k | 12.09 |
| 2024-03-31 | $298k | 25k | 12.08 |
| 2023-09-30 | $311k | 30k | 10.31 |
| 2023-06-30 | $351k | 30k | 11.63 |
| 2023-03-31 | $364k | 30k | 12.05 |
| 2022-12-31 | $367k | 30k | 12.14 |
| 2022-09-30 | $458k | 41k | 11.25 |
| 2022-06-30 | $348k | 27k | 12.70 |
| 2022-03-31 | $376k | 26k | 14.24 |
| 2021-12-31 | $442k | 26k | 16.74 |
| 2021-09-30 | $432k | 26k | 16.36 |
| 2021-06-30 | $442k | 26k | 16.74 |
| 2021-03-31 | $432k | 26k | 16.36 |
| 2020-12-31 | $428k | 26k | 16.21 |