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 Q3	$133K	Hold	13,652	–	–	0.04%	226
2026 Q2	$150K	Hold	13,652	–	–	0.05%	225
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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Realta Investment Advisors's MUC Position: Q3 2026 in Review

Realta Investment Advisors held its BlackRock MuniHoldings California Quality Fund (MUC) position steady in Q3 2026 at 13,652 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #226.

Realta Investment Advisors first reported a position in MUC in Q2 2022 and has held it in 15 quarters since. The position peaked at $199K in Q2 2022. 18 funds tracked by Wall St. Rank hold MUC as of Q3 2026.

Realta Investment Advisors held 13,652 shares of BlackRock MuniHoldings California Quality Fund worth $133K as of Q3 2026.
Realta Investment Advisors left its BlackRock MuniHoldings California Quality Fund share count unchanged in Q3 2026.
BlackRock MuniHoldings California Quality Fund made up 0.04% of Realta Investment Advisors's portfolio in Q3 2026, its #226 holding.
Realta Investment Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2022 and has held it in 15 quarters since.
Realta Investment Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $199K in Q2 2022.
18 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.