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Avantax Planning Partners’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-18,034
Closed -$188K – 470
2026
Q1 		$188K Buy
+18,034
New +$195K 0.01% 428

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Planning Partners's MUC Position: Q2 2026 in Review

Avantax Planning Partners sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2026, closing a stake of 18,034 shares — an estimated $188K sold.

Avantax Planning Partners first reported a position in MUC in Q1 2026 and held it in 1 quarter. The position peaked at $188K in Q1 2026. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Avantax Planning Partners reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 18,034 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $188K.
  • Avantax Planning Partners first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2026 and held it in 1 quarter.
  • Avantax Planning Partners's BlackRock MuniHoldings California Quality Fund position peaked at $188K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.