AWM
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Axxcess Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Axxcess Wealth Management’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 		– Sell
-42,015
Closed -$445K – 783
2025
Q4 		$445K Hold
42,015
– – 0.01% 730
2025
Q3 		$456K Buy
42,015
+19,474
+86% +$202K 0.01% 643
2025
Q2 		$233K Hold
22,541
– – 0.01% 790
2025
Q1 		$241K Hold
22,541
– – 0.01% 760
2024
Q4 		$240K Hold
22,541
– – 0.01% 745
2024
Q3 		$260K Hold
22,541
– – 0.01% 740
2024
Q2 		$250K Hold
22,541
– – 0.01% 713
2024
Q1 		$248K Sell
22,541
-2,838
-11% -$31.5K 0.01% 739
2023
Q4 		$282K Hold
25,379
– – 0.01% 660
2023
Q3 		$243K Hold
25,379
– – 0.01% 662
2023
Q2 		$275K Buy
+25,379
New +$273K 0.02% 470

Other funds holding MUC

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KIM
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GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return