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Private Wealth Management Group’s BlackRock MuniAssets Fund MUA Stock Holding History

Private Wealth Management 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
-965
Closed -$10.7K – 1552
2024
Q4 		$10.7K Buy
+965
New +$11.5K ﹤0.01% 446

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Wealth Management Group's MUA Position: Q1 2025 in Review

Private Wealth Management Group sold out of BlackRock MuniAssets Fund (MUA) in Q1 2025, closing a stake of 965 shares — an estimated $10.7K sold.

Private Wealth Management Group first reported a position in MUA in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 70 funds tracked by Wall St. Rank hold MUA as of Q1 2025.

  • Private Wealth Management Group reported no remaining BlackRock MuniAssets Fund position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 965 BlackRock MuniAssets Fund shares in Q1 2025, an estimated $10.7K.
  • Private Wealth Management Group first reported a position in BlackRock MuniAssets Fund in Q4 2024 and held it in 1 quarter.
  • Private Wealth Management Group's BlackRock MuniAssets Fund position peaked at $10.7K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.