Creative Planning
MUC icon

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

Creative Planning’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 		$303K Hold
27,597
– – ﹤0.01% 3552
2026
Q1 		$287K Buy
27,597
+11,103
+67% +$120K ﹤0.01% 3464
2025
Q4 		$175K Sell
16,494
-21,739
-57% -$233K ﹤0.01% 3596
2025
Q3 		$415K Buy
38,233
+21,739
+132% +$225K ﹤0.01% 2880
2025
Q2 		$171K Sell
16,494
-37,226
-69% -$387K ﹤0.01% 3286
2025
Q1 		$575K Buy
53,720
+33,602
+167% +$364K ﹤0.01% 2164
2024
Q4 		$214K Buy
20,118
+3,625
+22% +$40.5K ﹤0.01% 2928
2024
Q3 		$190K Sell
16,493
-40,749
-71% -$459K ﹤0.01% 2858
2024
Q2 		$635K Buy
57,242
+38,254
+201% +$416K ﹤0.01% 1767
2024
Q1 		$209K Sell
18,988
-13
-0.1% -$144 ﹤0.01% 2533
2023
Q4 		$211K Buy
19,001
+13
+0.1% +$132 ﹤0.01% 2379
2023
Q3 		$182K Sell
18,988
-1,732
-8% -$18.1K ﹤0.01% 2266
2023
Q2 		$225K Hold
20,720
– – ﹤0.01% 2128
2023
Q1 		$229K Sell
20,720
-181
-0.9% -$2.01K ﹤0.01% 2017
2022
Q4 		$224K Sell
20,901
-6,102
-23% -$65K ﹤0.01% 1938
2022
Q3 		$290K Sell
27,003
-2,910
-10% -$35.1K ﹤0.01% 1666
2022
Q2 		$358K Buy
29,913
+29,213
+4,173% +$350K ﹤0.01% 1499
2022
Q1 		$9K Buy
+700
New +$9.79K ﹤0.01% 2200
2021
Q3 		– Sell
-10,810
Closed -$172K – 2184
2021
Q2 		$172K Sell
10,810
-2,000
-16% -$31K ﹤0.01% 1819
2021
Q1 		$193K Buy
+12,810
New +$192K ﹤0.01% 2107
2017
Q3 		– Sell
-4,400
Closed -$63K – 3025
2017
Q2 		$63K Buy
4,400
+2,100
+91% +$30.2K ﹤0.01% 2332
2017
Q1 		$33K Sell
2,300
-116
-5% -$1.64K ﹤0.01% 2770
2016
Q4 		$34K Buy
2,416
+316
+15% +$4.6K ﹤0.01% 2703
2016
Q3 		$34K Buy
2,100
+100
+5% +$1.62K ﹤0.01% 2656
2016
Q2 		$33K Sell
2,000
-6,254
-76% -$100K ﹤0.01% 2423
2016
Q1 		$130K Hold
8,254
– – ﹤0.01% 1473
2015
Q4 		$123K Hold
8,254
– – ﹤0.01% 1508
2015
Q3 		$119K Buy
+8,254
New +$118K ﹤0.01% 1498
2015
Q2 		– Sell
-8,254
Closed -$122K – 2306
2015
Q1 		$122K Hold
8,254
– – ﹤0.01% 1463
2014
Q4 		$119K Hold
8,254
– – ﹤0.01% 1453
2014
Q3 		$117K Hold
8,254
– – ﹤0.01% 1367
2014
Q2 		$118K Buy
8,254
+2,000
+32% +$28.6K ﹤0.01% 1334
2014
Q1 		$87K Hold
6,254
– – ﹤0.01% 1488
2013
Q4 		$83K Buy
+6,254
New +$83.5K ﹤0.01% 1309

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

Creative Planning's MUC Position: Q2 2026 in Review

Creative Planning held its BlackRock MuniHoldings California Quality Fund (MUC) position steady in Q2 2026 at 27,597 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #3552.

Creative Planning first reported a position in MUC in Q4 2013 and has held it in 34 quarters since. The position peaked at $635K in Q2 2024. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Creative Planning held 27,597 shares of BlackRock MuniHoldings California Quality Fund worth $303K as of Q2 2026.
  • Creative Planning left its BlackRock MuniHoldings California Quality Fund share count unchanged in Q2 2026.
  • BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3552 holding.
  • Creative Planning first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2013 and has held it in 34 quarters since.
  • Creative Planning's BlackRock MuniHoldings California Quality Fund position peaked at $635K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.