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Integrated Wealth Concepts’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$347K Buy
+33,412
New +$361K ﹤0.01% 1769
2025
Q4 		– Sell
-55,467
Closed -$602K – 1898
2025
Q3 		$602K Buy
55,467
+28,000
+102% +$290K 0.01% 1254
2025
Q2 		$284K Buy
27,467
+2,000
+8% +$20.8K ﹤0.01% 1579
2025
Q1 		$273K Sell
25,467
-2,436
-9% -$26.4K ﹤0.01% 1459
2024
Q4 		$297K Buy
27,903
+25
+0.1% +$279 ﹤0.01% 1371
2024
Q3 		$321K Buy
27,878
+2,459
+10% +$27.7K ﹤0.01% 1297
2024
Q2 		$282K Sell
25,419
-26,977
-51% -$293K ﹤0.01% 1348
2024
Q1 		$577K Buy
52,396
+27,023
+107% +$300K 0.01% 988
2023
Q4 		$282K Buy
25,373
+1,332
+6% +$13.5K ﹤0.01% 1294
2023
Q3 		$230K Sell
24,041
-617
-3% -$6.46K ﹤0.01% 1350
2023
Q2 		$268K Sell
24,658
-16,250
-40% -$175K ﹤0.01% 1283
2023
Q1 		$452K Buy
+40,908
New +$454K 0.01% 888

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return