ENCOMPASS WEALTH ADVISORS, LLC
Position in MHD — Blackrock Muniholdings Fund, Inc.
CIK 1849614
PORTLAND, OR
Position in MHD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$236,810
+$12,338 QoQ
Shares Held
19,900
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#136
of 208 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MHD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $791,910 across 2 Asset Management names. MHD ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
24,400 | $555,100 | |
| 2 | MHD |
Blackrock Muniholdings Fund, Inc.
This page
|
19,900 | $236,810 |
All Filings in MHD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,810 | 19,900 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $224,472 | 19,900 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $233,626 | 19,900 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $343,029 | 29,194 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $326,972 | 29,194 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $315,735 | 26,894 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $313,852 | 26,894 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $312,379 | 24,694 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $298,550 | 24,694 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $298,303 | 24,694 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $294,105 | 24,694 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $311,300 | 30,194 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $351,156 | 30,194 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $363,837 | 30,194 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $366,555 | 30,194 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $457,807 | 40,694 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $347,629 | 27,394 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $375,672 | 26,400 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $442,464 | 26,400 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $432,168 | 26,400 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $442,992 | 26,400 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $422,400 | 26,400 | Shares | Sole | 2021-05-25 | |
| No filing history on record for this holder in this stock. | ||||||