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
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All positions including BlackRock MuniHoldings Fund held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in BlackRock MuniHoldings Fund by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142k | 12k | 11.75 |
| 2025-06-30 | $135k | 12k | 11.20 |
| 2025-03-31 | $142k | 12k | 11.74 |
| 2024-12-31 | $141k | 12k | 11.67 |
| 2024-09-30 | $153k | 12k | 12.65 |
| 2024-06-30 | $146k | 12k | 12.09 |
| 2024-03-31 | $146k | 12k | 12.08 |
| 2023-12-31 | $144k | 12k | 11.91 |
| 2023-09-30 | $125k | 12k | 10.31 |