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Asset Planning Inc’s BlackRock MuniAssets Fund MUA Stock Holding History

Asset Planning Inc’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
2026
Q2 		$20.6K Hold
1,875
– – 0.01% 211
2026
Q1 		$19.9K Hold
1,875
– – 0.01% 204
2025
Q4 		$20.1K Hold
1,875
– – 0.01% 202
2025
Q3 		$20.8K Hold
1,875
– – 0.02% 205
2025
Q2 		$19.5K Hold
1,875
– – 0.01% 203
2025
Q1 		$20.3K Hold
1,875
– – 0.02% 209
2024
Q4 		$20.7K Buy
+1,875
New +$22.4K 0.02% 208

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Asset Planning Inc's MUA Position: Q2 2026 in Review

Asset Planning Inc held its BlackRock MuniAssets Fund (MUA) position steady in Q2 2026 at 1,875 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #211.

Asset Planning Inc first reported a position in MUA in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8K in Q3 2025. 95 funds tracked by Wall St. Rank hold MUA as of Q2 2026.

  • Asset Planning Inc held 1,875 shares of BlackRock MuniAssets Fund worth $20.6K as of Q2 2026.
  • Asset Planning Inc left its BlackRock MuniAssets Fund share count unchanged in Q2 2026.
  • BlackRock MuniAssets Fund made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #211 holding.
  • Asset Planning Inc first reported a position in BlackRock MuniAssets Fund in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's BlackRock MuniAssets Fund position peaked at $20.8K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.