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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
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding BlackRock MuniHoldings Fund

Rivernorth Capital Management
Pathstone Holdings
Fiera Capital Corporation
Guggenheim Capital, LLC Managers
Bank of America Corporation
MacKay Shields
Saba Capital Management
Advisors Asset Management
Logan Stone Capital
CNH Partners
Van Eck Associates Corp.
Wells Fargo & Company
Robinson Capital Management
Compass Financial Group
Melfa Wealth Management

View all funds holding BlackRock MuniHoldings Fund