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IFP Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

IFP 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
2024
Q3 		– Sell
-728
Closed -$8.45K – 3398
2024
Q2 		$8.45K Hold
728
– – ﹤0.01% 2397
2024
Q1 		$8.07K Hold
728
– – ﹤0.01% 2313
2023
Q4 		$7.71K Hold
728
– – ﹤0.01% 2278
2023
Q3 		$6.55K Hold
728
– – ﹤0.01% 2415
2023
Q2 		$7.41K Hold
728
– – ﹤0.01% 2395
2023
Q1 		$9.65K Hold
728
– – ﹤0.01% 2305
2022
Q4 		$10K Sell
728
-15,000
-95% -$153K ﹤0.01% 3395
2022
Q3 		$209K Hold
15,728
– – 0.01% 1376
2022
Q2 		$209K Hold
15,728
– – 0.01% 1256
2022
Q1 		$209K Buy
+15,728
New +$216K 0.01% 1256
2019
Q1 		– Sell
-9
Closed – – 3026
2018
Q4 		$0 Sell
9
-2,104
-100% -$27K ﹤0.01% 3745
2018
Q3 		$27K Buy
2,113
+1,013
+92% +$13.4K ﹤0.01% 2286
2018
Q2 		$15K Buy
1,100
+22
+2% +$291 ﹤0.01% 2649
2018
Q1 		$16K Hold
1,078
– – ﹤0.01% 2528
2017
Q4 		$16K Sell
1,078
-20,959
-95% -$317K ﹤0.01% 2564
2017
Q3 		$332K Sell
22,037
-4,346
-16% -$66.1K 0.01% 875
2017
Q2 		$395K Sell
26,383
-2,758
-9% -$40.6K 0.02% 779
2017
Q1 		$413K Hold
29,141
– – 0.02% 765
2016
Q4 		$393K Buy
29,141
+23,084
+381% +$320K 0.02% 729
2016
Q3 		$93K Hold
6,057
– – ﹤0.01% 1413
2016
Q2 		$94K Buy
+6,057
New +$90.8K 0.01% 1374
2016
Q1 		– Sell
-9
Closed – – 3019
2015
Q4 		$0 Buy
+9
New +$123 ﹤0.01% 3767

Other funds holding MUA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors's MUA Position: Q3 2024 in Review

IFP Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q3 2024, closing a stake of 728 shares — an estimated $8.45K sold.

IFP Advisors first reported a position in MUA in Q4 2015 and held it in 22 quarters. The position peaked at $413K in Q1 2017. 62 funds tracked by Wall St. Rank hold MUA as of Q3 2024.

  • IFP Advisors reported no remaining BlackRock MuniAssets Fund position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 728 BlackRock MuniAssets Fund shares in Q3 2024, an estimated $8.45K.
  • IFP Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2015 and held it in 22 quarters.
  • IFP Advisors's BlackRock MuniAssets Fund position peaked at $413K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.