Octavia Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Octavia Wealth Advisors’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 Q2	–	Sell	-11,268	Closed	-$118K	–	243
2026 Q1	$118K	Hold	11,268	–	–	0.01%	234
2025 Q4	$119K	Hold	11,268	–	–	0.01%	246
2025 Q3	$123K	Buy	+11,268	New	+$117K	0.01%	254
2025 Q2	–	Sell	-11,268	Closed	-$121K	–	238
2025 Q1	$121K	Hold	11,268	–	–	0.01%	225
2024 Q4	$120K	Buy	+11,268	New	+$126K	0.01%	216

Other funds holding MUC

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Octavia Wealth Advisors's MUC Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2026, closing a stake of 11,268 shares — an estimated $118K sold.

Octavia Wealth Advisors first reported a position in MUC in Q4 2024 and held it in 5 quarters. The position peaked at $123K in Q3 2025. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

Octavia Wealth Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2026 after selling out during the quarter.
Octavia Wealth Advisors sold 11,268 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $118K.
Octavia Wealth Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2024 and held it in 5 quarters.
Octavia Wealth Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $123K in Q3 2025.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.