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Rothschild Investment LLC’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Rothschild Investment LLC’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 		$13.3K Buy
1,279
+19
+2% +$205 ﹤0.01% 1580
2025
Q4 		$13.4K Buy
1,260
+18
+1% +$193 ﹤0.01% 1478
2025
Q3 		$13.5K Buy
1,242
+19
+2% +$197 ﹤0.01% 1351
2025
Q2 		$12.7K Buy
1,223
+19
+2% +$198 ﹤0.01% 1146
2025
Q1 		$12.9K Buy
1,204
+17
+1% +$184 ﹤0.01% 1114
2024
Q4 		$12.6K Buy
1,187
+17
+1% +$190 ﹤0.01% 1107
2024
Q3 		$13.5K Buy
1,170
+19
+2% +$214 ﹤0.01% 1095
2024
Q2 		$12.8K Buy
1,151
+16
+1% +$174 ﹤0.01% 1069
2024
Q1 		$12.5K Buy
1,135
+14
+1% +$155 ﹤0.01% 1023
2023
Q4 		$12.5K Buy
+1,121
New +$11.4K ﹤0.01% 954

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