Householder Group Estate & Retirement Specialist’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$13K	Hold	1,300	–	–	0.01%	339
2024 Q3	$14K	Hold	1,300	–	–	﹤0.01%	767
2024 Q2	$14K	Hold	1,300	–	–	﹤0.01%	747
2024 Q1	$14.3K	Hold	1,300	–	–	﹤0.01%	738
2023 Q4	$14K	Hold	1,300	–	–	﹤0.01%	696
2023 Q3	$12.4K	Buy	+1,300	New	+$13.6K	﹤0.01%	740
2023 Q1	$14K	Buy	+1,300	New	+$14.4K	0.01%	716
2022 Q4	–	Sell	-1,300	Closed	-$13K	–	818
2022 Q3	$13K	Buy	+1,300	New	+$15.7K	0.01%	672

Other funds holding MUC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MUC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its BlackRock MuniHoldings California Quality Fund (MUC) position steady in Q4 2024 at 1,300 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #339.

Householder Group Estate & Retirement Specialist first reported a position in MUC in Q3 2022 and has held it in 8 quarters since. The position peaked at $14.3K in Q1 2024. 110 funds tracked by Wall St. Rank hold MUC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,300 shares of BlackRock MuniHoldings California Quality Fund worth $13K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its BlackRock MuniHoldings California Quality Fund share count unchanged in Q4 2024.
BlackRock MuniHoldings California Quality Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #339 holding.
Householder Group Estate & Retirement Specialist first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's BlackRock MuniHoldings California Quality Fund position peaked at $14.3K in Q1 2024.
110 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.