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Realta Investment Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Realta Investment 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
Q1 		$142K Hold
13,652
– – 0.05% 213
2025
Q4 		$145K Hold
13,652
– – 0.05% 211
2025
Q3 		$148K Hold
13,652
– – 0.05% 199
2025
Q2 		$141K Buy
+13,652
New +$142K 0.06% 190
2024
Q3 		– Sell
-13,652
Closed -$152K – 621
2024
Q2 		$152K Hold
13,652
– – 0.03% 425
2024
Q1 		$150K Hold
13,652
– – 0.03% 436
2023
Q4 		$152K Hold
13,652
– – 0.03% 417
2023
Q3 		$148K Hold
13,652
– – 0.03% 419
2023
Q2 		$148K Sell
13,652
-3,000
-18% -$32.2K 0.03% 438
2023
Q1 		$184K Hold
16,652
– – 0.04% 397
2022
Q4 		$179K Hold
16,652
– – 0.04% 412
2022
Q3 		$179K Sell
16,652
-31
-0.2% -$374 0.05% 376
2022
Q2 		$199K Buy
+16,683
New +$200K 0.05% 363

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 $12.6B 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 $223M 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return