LWM
MUC icon

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

Lyell 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
2026
Q2 		$141K Buy
+12,848
New +$138K 0.01% 230

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lyell Wealth Management's MUC Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2026: 12,848 shares worth $141K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Lyell Wealth Management held 12,848 shares of BlackRock MuniHoldings California Quality Fund worth $141K as of Q2 2026.
  • BlackRock MuniHoldings California Quality Fund was a new Lyell Wealth Management position in Q2 2026.
  • BlackRock MuniHoldings California Quality Fund made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #230 holding.
  • 135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.