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Litman Gregory Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Litman Gregory Wealth Management’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
2025
Q3 		– Sell
-43,094
Closed -$446K – 149
2025
Q2 		$446K Buy
43,094
+4,300
+11% +$44.7K 0.04% 98
2025
Q1 		$415K Hold
38,794
– – 0.04% 99
2024
Q4 		$412K Buy
38,794
+2,179
+6% +$24.3K 0.04% 95
2024
Q3 		$422K Buy
36,615
+19,015
+108% +$214K 0.04% 97
2024
Q2 		$195K Hold
17,600
– – 0.02% 131
2024
Q1 		$194K Hold
17,600
– – 0.02% 130
2023
Q4 		$196K Hold
17,600
– – 0.02% 118
2023
Q3 		$168K Buy
+17,600
New +$184K 0.02% 121
2023
Q1 		– Sell
-32,969
Closed -$354K – 76
2022
Q4 		$354K Buy
32,969
+16,800
+104% +$179K 0.05% 63
2022
Q3 		$174K Hold
16,169
– – 0.03% 77
2022
Q2 		$194K Buy
+16,169
New +$194K 0.03% 87
2021
Q4 		– Sell
-11,300
Closed -$177K – 81
2021
Q3 		$177K Buy
11,300
+11,120
+6,178% +$178K 0.03% 74
2021
Q2 		$180 Buy
+180
New +$2.79K 0.03% 75

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 $12.9B 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Litman Gregory Wealth Management's MUC Position: Q3 2025 in Review

Litman Gregory Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2025, closing a stake of 43,094 shares — an estimated $446K sold.

Litman Gregory Wealth Management first reported a position in MUC in Q2 2021 and held it in 13 quarters. The position peaked at $446K in Q2 2025. 92 funds tracked by Wall St. Rank hold MUC as of Q3 2025.

  • Litman Gregory Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2025 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 43,094 BlackRock MuniHoldings California Quality Fund shares in Q3 2025, an estimated $446K.
  • Litman Gregory Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2021 and held it in 13 quarters.
  • Litman Gregory Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $446K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.