Melone Private Wealth, LLC
Position in MHD — Blackrock Muniholdings Fund, Inc.
CIK 1905765
AUBURN HILLS, MI
Position in MHD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$655,214
-$672,250 QoQ
Shares Held
55,060
-53.2% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#78
of 208 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MHD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Melone Private Wealth, LLC holds $53,283,788 across 9 Asset Management names. MHD ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
972,837 | $12,335,573 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
862,704 | $10,128,144 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
846,287 | $8,945,253 | |
| 4 | NMCO |
Nuveen Municipal Credit Opportunities Fund
|
697,450 | $7,595,230 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
569,497 | $6,902,303 | |
| 6 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
216,071 | $2,651,191 | |
| 7 | VGM |
Invesco Trust for Investment Grade Municipals
|
231,002 | $2,448,621 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
126,739 | $1,622,259 |
All Filings in MHD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,214 | 55,060 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,327,464 | 117,683 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||