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Cypress Wealth Services’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-13,585
Closed -$190K – 433
2020
Q3 		$190K Buy
+13,585
New +$196K 0.05% 254

Other funds holding MUC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cypress Wealth Services's MUC Position: Q2 2026 in Review

Cypress Wealth Services increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 3% in Q2 2026, buying an estimated $38.4K and bringing the position to 124,509 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #98.

Cypress Wealth Services first reported a position in MUC in Q4 2017 and has held it in 22 quarters since. 34 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Cypress Wealth Services held 124,509 shares of BlackRock MuniHoldings California Quality Fund worth $1.37M as of Q2 2026.
  • Cypress Wealth Services bought 3,570 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $38.4K.
  • BlackRock MuniHoldings California Quality Fund made up 0.17% of Cypress Wealth Services's portfolio in Q2 2026, its #98 holding.
  • Cypress Wealth Services first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2017 and has held it in 22 quarters since.
  • 34 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.