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Garton & Associates Financial Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-532
Closed -$5.7K – 481
2025
Q4 		$5.7K Buy
+532
New +$5.75K ﹤0.01% 962

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Garton & Associates Financial Advisors's MUA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q1 2026, closing a stake of 532 shares — an estimated $5.7K sold.

Garton & Associates Financial Advisors first reported a position in MUA in Q4 2025 and held it in 1 quarter. The position peaked at $5.7K in Q4 2025. 100 funds tracked by Wall St. Rank hold MUA as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining BlackRock MuniAssets Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 532 BlackRock MuniAssets Fund shares in Q1 2026, an estimated $5.7K.
  • Garton & Associates Financial Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's BlackRock MuniAssets Fund position peaked at $5.7K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.