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BlackRock MuniHoldings Fund shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in BlackRock MuniHoldings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BlackRock MuniHoldings Fund by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $185k 15k 12.13
2023-12-31 $207k 17k 11.91
2023-09-30 $133k 13k 10.35
2023-06-30 $182k 16k 11.66
2022-12-31 $264k 22k 12.14
2022-09-30 $138k 12k 11.28

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail 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