Arlington Financial Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Arlington Financial Advisors’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$572K	Hold	55,000	–	–	0.08%	57
2025 Q4	$583K	Hold	55,000	–	–	0.08%	58
2025 Q3	$597K	Buy	+55,000	New	+$570K	0.09%	59
2023 Q4	–	Sell	-25,300	Closed	-$242K	–	79
2023 Q3	$242K	Hold	25,300	–	–	0.09%	55
2023 Q2	$275K	Hold	25,300	–	–	0.1%	52
2023 Q1	$280K	Hold	25,300	–	–	0.11%	53
2022 Q4	$272K	Sell	25,300 -20,000	-44%	-$213K	0.11%	58
2022 Q3	$487K	Hold	45,300	–	–	0.25%	40
2022 Q2	$542K	Buy	+45,300	New	+$543K	0.24%	40

Other funds holding MUC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return