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Integrated Wealth Concepts’s BlackRock MuniAssets Fund MUA Stock Holding History

Integrated Wealth Concepts’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 		$112K Hold
10,541
– – ﹤0.01% 2163
2025
Q4 		$113K Hold
10,541
– – ﹤0.01% 1561
2025
Q3 		$117K Hold
10,541
– – ﹤0.01% 1907
2025
Q2 		$110K Buy
+10,541
New +$108K ﹤0.01% 1822

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $27.4B AUM 24.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Integrated Wealth Concepts's MUA Position: Q1 2026 in Review

Integrated Wealth Concepts held its BlackRock MuniAssets Fund (MUA) position steady in Q1 2026 at 10,541 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Integrated Wealth Concepts first reported a position in MUA in Q2 2025 and has held it in 4 quarters since. The position peaked at $117K in Q3 2025. 100 funds tracked by Wall St. Rank hold MUA as of Q1 2026.

  • Integrated Wealth Concepts held 10,541 shares of BlackRock MuniAssets Fund worth $112K as of Q1 2026.
  • Integrated Wealth Concepts left its BlackRock MuniAssets Fund share count unchanged in Q1 2026.
  • BlackRock MuniAssets Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2163 holding.
  • Integrated Wealth Concepts first reported a position in BlackRock MuniAssets Fund in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's BlackRock MuniAssets Fund position peaked at $117K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.