Nations Financial Group’s BlackRock MuniAssets Fund MUA Stock Holding History

Nations Financial Group’s Portfolio MUA Stock Details MUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,000	Closed	-$221K	–	686
2024 Q4	$221K	Hold	20,000	–	–	0.02%	621
2024 Q3	$248K	Hold	20,000	–	–	0.02%	603
2024 Q2	$232K	Hold	20,000	–	–	0.02%	582
2024 Q1	$222K	Hold	20,000	–	–	0.02%	580
2023 Q4	$212K	Hold	20,000	–	–	0.02%	587
2023 Q3	$180K	Hold	20,000	–	–	0.02%	588
2023 Q2	$204K	Hold	20,000	–	–	0.02%	585
2023 Q1	$211K	Hold	20,000	–	–	0.02%	564
2022 Q4	$216K	Buy	+20,000	New	+$204K	0.02%	547

Other funds holding MUA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nations Financial Group's MUA Position: Q1 2025 in Review

Nations Financial Group sold out of BlackRock MuniAssets Fund (MUA) in Q1 2025, closing a stake of 20,000 shares — an estimated $221K sold.

Nations Financial Group first reported a position in MUA in Q4 2022 and held it in 9 quarters. The position peaked at $248K in Q3 2024. 70 funds tracked by Wall St. Rank hold MUA as of Q1 2025.

Nations Financial Group reported no remaining BlackRock MuniAssets Fund position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 20,000 BlackRock MuniAssets Fund shares in Q1 2025, an estimated $221K.
Nations Financial Group first reported a position in BlackRock MuniAssets Fund in Q4 2022 and held it in 9 quarters.
Nations Financial Group's BlackRock MuniAssets Fund position peaked at $248K in Q3 2024.
70 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.