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

Mission 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 		– Sell
-13,350
Closed -$142K – 758
2025
Q4 		$142K Buy
+13,350
New +$143K ﹤0.01% 714

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mission Wealth Management's MUC Position: Q1 2026 in Review

Mission Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q1 2026, closing a stake of 13,350 shares — an estimated $142K sold.

Mission Wealth Management first reported a position in MUC in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 137 funds tracked by Wall St. Rank hold MUC as of Q1 2026.

  • Mission Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 13,350 BlackRock MuniHoldings California Quality Fund shares in Q1 2026, an estimated $142K.
  • Mission Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2025 and held it in 1 quarter.
  • Mission Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $142K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.