SEC 13F Intelligence

Melfa Wealth Management, Inc. / MHD

Melfa Wealth Management, Inc.’s Blackrock Muniholdings Fd In Position

Does Melfa Wealth Management, Inc. own Blackrock Muniholdings Fd In (MHD)? Yes382.6K shares worth $4M (+2.48% of its 13F portfolio) as of Q1 2026, up from 178.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
382.6K
% of Portfolio
+2.48%
Quarters Held
14
currently held

Position History MHD

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026382.6K$4M+2.48%
Q4 2025178.1K$2M+1.21%
Q3 2025188.0K$2M+1.30%
Q2 2025188.0K$2M+1.33%
Q1 2025188.4K$2M+1.49%
Q4 2024188.4K$2M+1.47%
Q3 2024188.4K$2M+1.57%
Q2 2024188.4K$2M+1.59%
Q1 2024188.3K$2M+1.64%
Q4 2023195.9K$2M+2.11%
Q3 2023199.0K$2M+2.23%
Q2 2023202.1K$2M+2.38%
Q1 2023205.7K$2M+2.48%
Q4 2022214.9K$3M+2.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melfa Wealth Management, Inc.’s full portfolio or all institutional holders of MHD.