Carson Wealth (CWM LLC)’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Carson Wealth (CWM LLC)’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	$65.6K	Buy	+6,308	New	+$68.1K	﹤0.01%	3609
2023 Q2	–	Sell	-3,000	Closed	-$33K	–	4363
2023 Q1	$33K	Buy	+3,000	New	+$33.3K	﹤0.01%	2155
2018 Q4	–	Sell	-1,090	Closed	-$14K	–	2196
2018 Q3	$14K	Buy	1,090 +12	+1%	+$156	﹤0.01%	1058
2018 Q2	$14K	Buy	1,078 +13	+1%	+$171	﹤0.01%	915
2018 Q1	$14K	Buy	1,065 +9	+0.9%	+$122	﹤0.01%	784
2017 Q4	$15K	Buy	1,056 +17	+2%	+$250	﹤0.01%	775
2017 Q3	$15K	Buy	1,039 +13	+1%	+$193	﹤0.01%	783
2017 Q2	$15K	Buy	1,026 +13	+1%	+$187	﹤0.01%	693
2017 Q1	$14K	Buy	1,013 +9	+0.9%	+$128	﹤0.01%	685
2016 Q4	$14K	Buy	+1,004	New	+$14.6K	﹤0.01%	664

Other funds holding MUC

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MUC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in BlackRock MuniHoldings California Quality Fund (MUC) in Q1 2026: 6,308 shares worth $65.6K. The stake represents ﹤0.01% of the portfolio and ranks #3609 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in MUC as recently as Q1 2023.

Carson Wealth (CWM LLC) first reported a position in MUC in Q4 2016 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold MUC as of Q1 2026.

Carson Wealth (CWM LLC) held 6,308 shares of BlackRock MuniHoldings California Quality Fund worth $65.6K as of Q1 2026.
BlackRock MuniHoldings California Quality Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3609 holding.
Carson Wealth (CWM LLC) first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2016 and has held it in 10 quarters since.
138 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.