TOTAL INVESTMENT MANAGEMENT INC MHD BLACKROCK MUNIHOLDINGS FD IN

Ownership history in TOTAL INVESTMENT MANAGEMENT INC  ·  20 quarters on record

AI Ownership Summary

TOTAL INVESTMENT MANAGEMENT INC reported BLACKROCK MUNIHOLDINGS FD IN (MHD) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows MHD at 0.03% 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 TOTAL INVESTMENT 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
2026 Q1

MHD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

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 2026 Q1

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.

How TOTAL INVESTMENT MANAGEMENT INC held MHD — position size vs. price
% of Fund (quarterly)    MHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,618 +115 +0.6% 0.03% $233K 2026-04-13 $11.64
2025 Q4 REDUCED 12.9% -2.5% 20,503 -3,030 -12.9% 0.03% $241K 2026-02-03 $11.64
2025 Q3 REDUCED 8.8% +0.4% 23,533 -2,262 -8.8% 0.04% $277K 2025-11-13 $11.34
2025 Q2 ADDED 25,795 +260 +1.0% 0.04% $289K 2025-08-29 $10.62
2025 Q1 ADDED 25,535 +161 +0.6% 0.04% $300K 2025-05-09 $10.61
2024 Q4 ADDED 25,374 +304 +1.2% 0.04% $296K 2025-01-31 $11.09
2024 Q3 ADDED 25,070 +207 +0.8% 0.04% $317K 2024-11-05 $10.95
2024 Q2 ADDED 24,863 +212 +0.9% 0.04% $301K 2024-08-07 $10.91
2024 Q1 ADDED 24,651 +204 +0.8% 0.04% $298K 2024-04-16 $10.10
2023 Q4 ADDED 24,447 +152 +0.6% 0.04% $291K 2024-02-02 $10.39
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOTAL INVESTMENT 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 TOTAL INVESTMENT MANAGEMENT INC reported owning MHD?

TOTAL INVESTMENT MANAGEMENT INC reported MHD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MHD position in TOTAL INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MHD was 0.04% in 2025 Q2.

What is the latest reported MHD position on this page?

The most recent filing on this page is 2026 Q1, when TOTAL INVESTMENT MANAGEMENT INC reported 20,618 shares, equal to 0.03% of portfolio, with an estimated market value of $233K.

What does the chart on this MHD ownership page compare?

The chart compares TOTAL INVESTMENT 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.

How well did TOTAL INVESTMENT MANAGEMENT INC time their MHD position?

Based on 13F filing dates vs. subsequent MHD price moves, TOTAL INVESTMENT MANAGEMENT INC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on MHD relative to SPY over the holding period was -12.5%.

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