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Advisor Resource Council’s BlackRock MuniAssets Fund MUA Stock Holding History

Advisor Resource Council’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,250
Closed -$263K – 435
2025
Q1 		$263K Buy
+25,250
New +$278K 0.02% 494
2024
Q1 		– Sell
-24,650
Closed -$261K – 405
2023
Q4 		$261K Buy
+24,650
New +$238K 0.03% 375

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisor Resource Council's MUA Position: Q2 2025 in Review

Advisor Resource Council sold out of BlackRock MuniAssets Fund (MUA) in Q2 2025, closing a stake of 25,250 shares — an estimated $263K sold.

Advisor Resource Council first reported a position in MUA in Q4 2023 and held it in 2 quarters. The position peaked at $263K in Q1 2025. 78 funds tracked by Wall St. Rank hold MUA as of Q2 2025.

  • Advisor Resource Council reported no remaining BlackRock MuniAssets Fund position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 25,250 BlackRock MuniAssets Fund shares in Q2 2025, an estimated $263K.
  • Advisor Resource Council first reported a position in BlackRock MuniAssets Fund in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's BlackRock MuniAssets Fund position peaked at $263K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.