Bernard Wealth Management Corp.
Position in MHD — Blackrock Muniholdings Fund, Inc.
CIK 2056313
ROYAL OAK, MI
Position in MHD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Bernard Wealth Management Corp. holds $308,857 across 11 Asset Management names. MHD ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
120 | $115,405 | |
| 2 | MUA |
Blackrock Muniassets Fund, Inc.
|
10,690 | $113,420 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
4,600 | $56,028 | |
| 4 | ARCC |
Ares Capital Corp
|
700 | $12,614 | |
| 5 | KKR |
KKR & Co. Inc.
|
50 | $4,625 | |
| 6 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
234 | $3,624 | |
| 7 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
205 | $1,799 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
21 | $771 |
All Filings in MHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22 | 2 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||