MHD — BLACKROCK MUNIHOLDINGS FD IN

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  13 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported BLACKROCK MUNIHOLDINGS FD IN (MHD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.11% in 2023 Q4. The latest visible filing shows MHD at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MELFA WEALTH MANAGEMENT, INC.'s position in BLACKROCK MUNIHOLDINGS FD IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MHD was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MHD stock page MELFA WEALTH MANAGEMENT, INC. fund profile MELFA WEALTH MANAGEMENT, INC. full holdings
How MELFA WEALTH MANAGEMENT, INC. held MHD — position size vs. price
% of Fund (quarterly)    MHD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 178,141 -9,883 -5.3% 1.21% $2.1M 2026-02-14 (Est.) $11.67
2025 Q3 ADDED 188,024 +12 +0.0% 1.30% $2.2M 2025-10-28 $11.46
2025 Q2 REDUCED 188,012 -428 -0.2% 1.33% $2.1M 2025-07-17 $10.66
2025 Q1 ADDED 188,440 +8 +0.0% 1.49% $2.2M 2025-05-02 $10.82
2024 Q4 ADDED 188,432 +14 +0.0% 1.47% $2.2M 2025-01-17 $11.10
2024 Q3 ADDED 188,418 +9 +0.0% 1.57% $2.4M 2024-10-16 $11.59
2024 Q2 ADDED 188,409 +75 +0.0% 1.59% $2.3M 2024-07-15 $10.90
2024 Q1 REDUCED 188,334 -7,590 -3.9% 1.64% $2.3M 2024-04-23 $10.28
2023 Q4 REDUCED 195,924 -3,056 -1.5% 2.11% $2.2M 2024-01-22 $10.34
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MHD

As of 2025 Q4 — sorted by position size

Rareview Capital LLC 2.9% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 2.32% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.34% MACKAY SHIELDS LLC 3Y 7Y 0.89% Hennion & Walsh Asset Management, Inc. 3Y 0.39% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.33% Compass Financial Group, INC/SD 3Y 0.32% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.18% Palogic Value Management, L.P. 3Y 0.18% Everstar Asset Management, LLC 0.15%

FAQ About MELFA WEALTH MANAGEMENT, INC. and MHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MELFA WEALTH MANAGEMENT, INC. reported owning MHD?

MELFA WEALTH MANAGEMENT, INC. reported MHD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MHD position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for MHD was 2.11% in 2023 Q4.

What is the latest reported MHD position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 178,141 shares, equal to 1.21% of portfolio, with an estimated market value of $2.1M.

What does the chart on this MHD ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'s quarterly MHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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