Newbridge Financial Services Group’s BlackRock MuniAssets Fund MUA Stock Holding History

Newbridge Financial Services 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 Q4	–	Sell	-395	Closed	-$4.38K	–	1345
2025 Q3	$4.38K	Hold	395	–	–	﹤0.01%	1040
2025 Q2	$4.11K	Buy	+395	New	+$4.05K	﹤0.01%	1052
2021 Q3	–	Sell	-1,158	Closed	-$20K	–	1533
2021 Q2	$20K	Hold	1,158	–	–	0.01%	781
2021 Q1	$18K	Hold	1,158	–	–	0.01%	718
2020 Q4	$17K	Hold	1,158	–	–	0.01%	588
2020 Q3	$16K	Buy	+1,158	New	+$16.4K	0.02%	561

Other funds holding MUA

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

HWAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Newbridge Financial Services Group's MUA Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BlackRock MuniAssets Fund (MUA) in Q4 2025, closing a stake of 395 shares — an estimated $4.38K sold.

Newbridge Financial Services Group first reported a position in MUA in Q3 2020 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 81 funds tracked by Wall St. Rank hold MUA as of Q4 2025.

Newbridge Financial Services Group reported no remaining BlackRock MuniAssets Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 395 BlackRock MuniAssets Fund shares in Q4 2025, an estimated $4.38K.
Newbridge Financial Services Group first reported a position in BlackRock MuniAssets Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's BlackRock MuniAssets Fund position peaked at $20K in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.