Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MUNIHOLDINGS NEW JERSEY INSURED FUND INC | 4,481 | reported | 12 May 2022 | tx 2+2,366 |
| BLACKROCK MUNIASSETS FUND, INC. | 1,068.1 | reported | 23 Feb 2026 | tx 1+1,060 |
| BLACKROCK MUNIYIELD QUALITY FUND, INC. | 354 | reported | 23 Feb 2026 | tx 14+2,230.84−650.99 |
| BLACKROCK MUNIYIELD QUALITY FUND III, INC. | 93.53 | reported | 30 Jan 2026 | tx 37+4,977.03−4,923.69 |
| BlackRock Taxable Municipal Bond Trust | 54.55 | reported | 30 Jan 2026 | tx 41+3,070.26−3,134.73 |
| BlackRock 2037 Municipal Target Term Trust | 53.67 | reported | 30 Jan 2026 | tx 14+4,838.7−250.25 |
| MUNI INTERMEDIATE DURATION FUND INC | 6.07 | reported | 23 Dec 2022 | tx 1−1,803.64 |
| BlackRock Municipal 2030 Target Term Trust | 3.47 | reported | 30 Jan 2026 | tx 6+182.54−1,567.02 |
| BLACKROCK MUNIHOLDINGS QUALITY FUND II, INC. | 0 | reported | 30 Jan 2026 | tx 34+4,698.44−4,915.63 |
| BlackRock Long-Term Municipal Advantage Trust | 0 | reported | 23 Feb 2026 | tx 1−1,200 |
2 purchases reported after at least 12 months of silence — most recent on 13 Mar 2025.