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

Destination 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 		$556K Buy
53,465
+8,600
+19% +$92.8K 0.01% 197
2025
Q4 		$476K Sell
44,865
-12,843
-22% -$138K 0.01% 203
2025
Q3 		$626K Buy
57,708
+660
+1% +$6.84K 0.02% 161
2025
Q2 		$590K Hold
57,048
– – 0.02% 163
2025
Q1 		$611K Hold
57,048
– – 0.02% 149
2024
Q4 		$606K Buy
57,048
+13,995
+33% +$156K 0.02% 144
2024
Q3 		$496K Hold
43,053
– – 0.02% 159
2024
Q2 		$478K Buy
43,053
+16,053
+59% +$174K 0.02% 151
2024
Q1 		$297K Buy
+27,000
New +$300K 0.01% 173
2023
Q3 		– Sell
-10,871
Closed -$118K – 216
2023
Q2 		$118K Sell
10,871
-40
-0.4% -$430 ﹤0.01% 194
2023
Q1 		$121K Hold
10,911
– – ﹤0.01% 202
2022
Q4 		$117K Buy
+10,911
New +$116K ﹤0.01% 195

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
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