MVT β€” BLACKROCK MUNIVEST FD II INC

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

This page tracks every 13F SEC filing in which MELFA WEALTH MANAGEMENT, INC. reported a position in BLACKROCK MUNIVEST FD II INC (MVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.61% (2023 Q2)
πŸ“Š Avg. % of fund
0.44%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
13

Position Intelligence

MELFA WEALTH MANAGEMENT, INC. Γ— MVT AI Analytics

πŸ“‰ MELFA WEALTH MANAGEMENT, INC. underperformed the S&P 500 by –14.3% annually on this MVT position. Timing score: 50% (4/8 decisions correct). Average cost basis: $9.56. Maximum drawdown during holding period: –12.0%.

πŸ“ˆ Position Alpha vs SPY
-14.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.3% ann.
11 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$9.56
+11.9% vs current ($10.70)

Best entry: $9.16 (2023 Q2)  Β·  Worst: $9.91 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–12.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

5 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.4% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MVT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 64,785 β€” 0% 0.40% $700K $10.70
2025 Q3 UNCHANGED 64,785 β€” 0% 0.40% $689K $10.37
2025 Q2 ADDED 64,785 +18,200 +39.1% 0.42% $669K $9.91
2025 Q1 UNCHANGED 46,585 β€” 0% 0.33% $492K $9.99
2024 Q4 REDUCED 46,585 -176 -0.4% 0.33% $491K $9.82
2024 Q3 UNCHANGED 46,761 β€” 0% 0.35% $533K $10.45
2024 Q2 REDUCED 46,761 -8,491 -15.4% 0.36% $517K $10.00
2024 Q1 ADDED 55,252 +17 +0.0% 0.44% $603K $9.73
2023 Q4 ADDED 55,235 +27 +0.0% 0.56% $595K $9.48
2023 Q3 REDUCED 55,208 -1,367 -2.4% 0.56% $513K $8.08
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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