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BlackRock MuniVest Fund shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in BlackRock MuniVest Fund

Tip: Access up to 7 years of quarterly data

All positions including BlackRock MuniVest 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 MuniVest Fund by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $483k 67k 7.17
2024-03-31 $355k 50k 7.06
2023-09-30 $274k 45k 6.06
2023-06-30 $248k 37k 6.73
2023-03-31 $255k 37k 6.92
2022-12-31 $91k 13k 7.01

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 MuniVest Fund

Karpus Investment Management
Rivernorth Capital Management
Pathstone Holdings
MacKay Shields
Guggenheim Capital, LLC Managers
Robinson Capital Management
Allspring Global Investments Holdings
Morgan Stanley
Advisors Asset Management
Van Eck Associates Corp.
Bank of America Corporation
Gridiron Partners
Allianz Asset Management
1607 Capital Partners
Wells Fargo & Company

View all funds holding BlackRock MuniVest Fund