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

Mascoma 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 Q1	$7.36K	Buy	+708	New	+$7.64K	﹤0.01%	346
2025 Q2	–	Sell	-108	Closed	-$1.16K	–	485
2025 Q1	$1.16K	Hold	108	–	–	﹤0.01%	472
2024 Q4	$1.15K	Hold	108	–	–	﹤0.01%	492
2024 Q3	$1.24K	Hold	108	–	–	﹤0.01%	434
2024 Q2	$1.2K	Hold	108	–	–	﹤0.01%	469
2024 Q1	$1.19K	Hold	108	–	–	﹤0.01%	432
2023 Q4	$1.2K	Hold	108	–	–	﹤0.01%	447
2023 Q3	$1.03K	Hold	108	–	–	﹤0.01%	479
2023 Q2	$1.14K	Hold	108	–	–	﹤0.01%	459
2023 Q1	$1.17K	Hold	108	–	–	﹤0.01%	561
2022 Q4	$1.16K	Hold	108	–	–	﹤0.01%	581
2022 Q3	$1K	Hold	108	–	–	﹤0.01%	579
2022 Q2	$1K	Buy	+108	New	+$1.29K	﹤0.01%	586

Other funds holding MUC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return