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

Golden State 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
2025
Q4 		– Sell
-5,195
Closed -$56.4K – 1737
2025
Q3 		$56.4K Hold
5,195
– – 0.01% 642
2025
Q2 		$53.8K Hold
5,195
– – 0.01% 626
2025
Q1 		$55.6K Hold
5,195
– – 0.01% 569
2024
Q4 		$55.2K Buy
+5,195
New +$58K 0.01% 556
2020
Q4 		– Sell
-4,000
Closed -$56K – 352
2020
Q3 		$56K Buy
+4,000
New +$57.8K 0.02% 319
2020
Q2 		– Sell
-4,000
Closed -$53K – 643
2020
Q1 		$53K Buy
+4,000
New +$56K 0.02% 352
2019
Q4 		– Sell
-4,000
Closed -$56K – 616
2019
Q3 		$56K Sell
4,000
-9,264
-70% -$130K 0.02% 400
2019
Q2 		$181K Hold
13,264
– – 0.06% 238
2019
Q1 		$176K Buy
+13,264
New +$172K 0.06% 242

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return