Ownership history in MELFA WEALTH MANAGEMENT, INC. · 13 quarters on record
This page tracks every 13F SEC filing in which MELFA WEALTH MANAGEMENT, INC. reported a position in BLACKROCK MUNI INCOME TR II (BLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 101,621 | +9,750 | +10.6% | 0.61% | $1.1M | $10.33 |
| 2025 Q3 | UNCHANGED | 91,871 | — | 0% | 0.56% | $960K | $10.18 |
| 2025 Q2 | UNCHANGED | 91,871 | — | 0% | 0.58% | $922K | $9.63 |
| 2025 Q1 | UNCHANGED | 91,871 | — | 0% | 0.64% | $955K | $9.80 |
| 2024 Q4 | UNCHANGED | 91,871 | — | 0% | 0.65% | $966K | $9.77 |
| 2024 Q3 | UNCHANGED | 91,871 | — | 0% | 0.68% | $1.0M | $10.31 |
| 2024 Q2 | ADDED | 91,871 | +3,126 | +3.5% | 0.69% | $993K | $9.76 |
| 2024 Q1 | ADDED | 88,745 | +355 | +0.4% | 0.70% | $964K | $9.66 |
| 2023 Q4 | ADDED | 88,390 | +565 | +0.6% | 0.89% | $944K | $9.36 |
| 2023 Q3 | REDUCED | 87,825 | -3,190 | -3.5% | 0.87% | $803K | $7.92 |
As of 2025 Q4 — sorted by position size