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Estate Planners Group’s BlackRock MuniAssets Fund MUA Stock Holding History

Estate Planners Group’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$872K Sell
79,238
-596
-0.7% -$6.36K 0.39% 26
2026
Q1 		$847K Buy
79,834
+471
+0.6% +$5.14K 0.41% 27
2025
Q4 		$850K Buy
+79,363
New +$858K 0.37% 27

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Estate Planners Group's MUA Position: Q2 2026 in Review

Estate Planners Group reduced its BlackRock MuniAssets Fund (MUA) stake by 0.75% in Q2 2026, selling an estimated $6.36K and leaving 79,238 shares worth $872K. The position accounts for 0.39% of the portfolio, ranked #26.

Estate Planners Group first reported a position in MUA in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold MUA as of Q2 2026.

  • Estate Planners Group held 79,238 shares of BlackRock MuniAssets Fund worth $872K as of Q2 2026.
  • Estate Planners Group sold 596 BlackRock MuniAssets Fund shares in Q2 2026, an estimated $6.36K.
  • BlackRock MuniAssets Fund made up 0.39% of Estate Planners Group's portfolio in Q2 2026, its #26 holding.
  • Estate Planners Group first reported a position in BlackRock MuniAssets Fund in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.