Melfa Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Melfa Wealth Management’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	104,027 -5,114	-5%	-$52.5K	0.58%	42
2026 Q1	$1.12M	Hold	109,141	–	–	0.64%	40
2025 Q4	$1.14M	Hold	109,141	–	–	0.66%	38
2025 Q3	$1.13M	Hold	109,141	–	–	0.66%	39
2025 Q2	$1.08M	Hold	109,141	–	–	0.68%	37
2025 Q1	$1.12M	Hold	109,141	–	–	0.76%	33
2024 Q4	$1.11M	Hold	109,141	–	–	0.74%	34
2024 Q3	$1.18M	Hold	109,141	–	–	0.78%	32
2024 Q2	$1.13M	Buy	109,141 +91	+0.1%	+$921	0.79%	33
2024 Q1	$1.14M	Buy	109,050 +142	+0.1%	+$1.45K	0.82%	32
2023 Q4	$1.11M	Buy	108,908 +79,896	+275%	+$754K	1.04%	26
2023 Q3	$259K	Buy	29,012 +76	+0.3%	+$736	0.28%	83
2023 Q2	$287K	Buy	28,936 +74	+0.3%	+$741	0.29%	80
2023 Q1	$297K	Buy	28,862 +48	+0.2%	+$494	0.3%	81
2022 Q4	$290K	Buy	+28,814	New	+$286K	0.3%	84

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Melfa Wealth Management's MMU Position: Q2 2026 in Review

Melfa Wealth Management reduced its Western Asset Managed Municipals Fund (MMU) stake by 4.7% in Q2 2026, selling an estimated $52.5K and leaving 104,027 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #42.

Melfa Wealth Management first reported a position in MMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2024. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Melfa Wealth Management held 104,027 shares of Western Asset Managed Municipals Fund worth $1.08M as of Q2 2026.
Melfa Wealth Management sold 5,114 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $52.5K.
Western Asset Managed Municipals Fund made up 0.58% of Melfa Wealth Management's portfolio in Q2 2026, its #42 holding.
Melfa Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Western Asset Managed Municipals Fund position peaked at $1.18M in Q3 2024.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.