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	–	1734
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	–	680
2020 Q1	$53K	Buy	+4,000	New	+$56K	0.02%	352
2019 Q4	–	Sell	-4,000	Closed	-$56K	–	615
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 New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Golden State Wealth Management's MUC Position: Q4 2025 in Review

Golden State Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2025, closing a stake of 5,195 shares — an estimated $56.4K sold.

Golden State Wealth Management first reported a position in MUC in Q1 2019 and held it in 9 quarters. The position peaked at $181K in Q2 2019. 111 funds tracked by Wall St. Rank hold MUC as of Q4 2025.

Golden State Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 5,195 BlackRock MuniHoldings California Quality Fund shares in Q4 2025, an estimated $56.4K.
Golden State Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2019 and held it in 9 quarters.
Golden State Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $181K in Q2 2019.
111 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.