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Key Financial Inc’s BlackRock MuniAssets Fund MUA Stock Holding History

Key Financial Inc’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 		$17.6K Hold
1,657
– – ﹤0.01% 756
2025
Q4 		$17.7K Hold
1,657
– – ﹤0.01% 741
2025
Q3 		$18.6K Hold
1,657
– – ﹤0.01% 720
2025
Q2 		$17.2K Hold
1,657
– – ﹤0.01% 722
2025
Q1 		$17.9K Hold
1,657
– – ﹤0.01% 693
2024
Q4 		$18.3K Hold
1,657
– – ﹤0.01% 673
2024
Q3 		$20.5K Hold
1,657
– – ﹤0.01% 646
2024
Q2 		$19.2K Hold
1,657
– – ﹤0.01% 643
2024
Q1 		$18.4K Hold
1,657
– – ﹤0.01% 628
2023
Q4 		$17.5K Hold
1,657
– – ﹤0.01% 617
2023
Q3 		$14.9K Hold
1,657
– – 0.01% 626
2023
Q2 		$16.9K Hold
1,657
– – 0.01% 608
2023
Q1 		$17.4K Hold
1,657
– – 0.01% 574
2022
Q4 		$17K Hold
1,657
– – 0.01% 525
2022
Q3 		$17K Hold
1,657
– – 0.01% 528
2022
Q2 		$20K Hold
1,657
– – 0.01% 505
2022
Q1 		$21K Hold
1,657
– – 0.01% 494
2021
Q4 		$25K Hold
1,657
– – 0.01% 451
2021
Q3 		$25K Hold
1,657
– – 0.01% 434
2021
Q2 		$27K Hold
1,657
– – 0.02% 424
2021
Q1 		$25K Hold
1,657
– – 0.02% 364
2020
Q4 		$24K Buy
+1,657
New +$23.5K 0.02% 348
2020
Q2 		– Sell
-1,657
Closed -$22K – 431
2020
Q1 		$22K Buy
+1,657
New +$24.6K 0.02% 312

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

Key Financial Inc's MUA Position: Q1 2026 in Review

Key Financial Inc held its BlackRock MuniAssets Fund (MUA) position steady in Q1 2026 at 1,657 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Key Financial Inc first reported a position in MUA in Q1 2020 and has held it in 23 quarters since. The position peaked at $27K in Q2 2021. 100 funds tracked by Wall St. Rank hold MUA as of Q1 2026.

  • Key Financial Inc held 1,657 shares of BlackRock MuniAssets Fund worth $17.6K as of Q1 2026.
  • Key Financial Inc left its BlackRock MuniAssets Fund share count unchanged in Q1 2026.
  • BlackRock MuniAssets Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #756 holding.
  • Key Financial Inc first reported a position in BlackRock MuniAssets Fund in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's BlackRock MuniAssets Fund position peaked at $27K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.