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BlackRock MuniHoldings New York Insured shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of BlackRock MuniHoldings New York Insured (MHN) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in BlackRock MuniHoldings New York Insured

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All positions including BlackRock MuniHoldings New York Insured 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 New York Insured by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $91k 10k 9.13
2023-06-30 $105k 10k 10.48
2023-03-31 $106k 10k 10.64
2022-12-31 $103k 10k 10.27
2022-09-30 $98k 10k 9.80
2022-06-30 $110k 10k 11.00
2021-03-31 $214k 17k 12.57
2020-09-30 $269k 20k 13.44
2020-06-30 $292k 22k 13.26
2020-03-31 $214k 17k 12.57

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 New York Insured

Saba Capital Management
MacKay Shields
Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Logan Stone Capital
Hennion & Walsh Asset Management
Lido Advisors
Bank of America Corporation
CNH Partners
Robinson Capital Management
Wells Fargo & Company
UBS Group
Focused Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding BlackRock MuniHoldings New York Insured