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BlackRock MuniHoldings Fund shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in BlackRock MuniHoldings Fund

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

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Quarterly reported holdings in BlackRock MuniHoldings Fund by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $522k 43k 12.09
2024-03-31 $426k 35k 12.08
2023-09-30 $354k 34k 10.31
2023-06-30 $291k 25k 11.63
2023-03-31 $301k 25k 12.05
2022-12-31 $304k 25k 12.14

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding BlackRock MuniHoldings Fund

Karpus Investment Management
Rivernorth Capital Management
MacKay Shields
Pathstone Holdings
Guggenheim Capital, LLC Managers
Bank of America Corporation
Hennion & Walsh Asset Management
Morgan Stanley
Allianz Asset Management
Advisors Asset Management
Fiera Capital Corporation
Van Eck Associates Corp.
Robinson Capital Management
Logan Stone Capital
Wells Fargo & Company

View all funds holding BlackRock MuniHoldings Fund