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

SteelPeak Wealth’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
2025 Q4	–	Sell	-25,237	Closed	-$275K	–	605
2025 Q3	$275K	Hold	25,237	–	–	0.01%	485
2025 Q2	$263K	Hold	25,237	–	–	0.01%	441
2025 Q1	$272K	Buy	25,237 +1,867	+8%	+$20.2K	0.01%	434
2024 Q4	$248K	Buy	+23,370	New	+$261K	0.01%	451
2022 Q2	–	Sell	-13,145	Closed	-$172K	–	452
2022 Q1	$172K	Hold	13,145	–	–	0.01%	403
2021 Q4	$203K	Hold	13,145	–	–	0.01%	381
2021 Q3	$206K	Hold	13,145	–	–	0.01%	390
2021 Q2	$209K	Hold	13,145	–	–	0.01%	389
2021 Q1	$198K	Hold	13,145	–	–	0.02%	354
2020 Q4	$197K	Hold	13,145	–	–	0.02%	306
2020 Q3	$184K	Hold	13,145	–	–	0.02%	258
2020 Q2	$186K	Buy	+13,145	New	+$176K	0.02%	232

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

MSL

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SteelPeak Wealth's MUC Position: Q4 2025 in Review

SteelPeak Wealth sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2025, closing a stake of 25,237 shares — an estimated $275K sold.

SteelPeak Wealth first reported a position in MUC in Q2 2020 and held it in 12 quarters. The position peaked at $275K in Q3 2025. 112 funds tracked by Wall St. Rank hold MUC as of Q4 2025.

SteelPeak Wealth reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 25,237 BlackRock MuniHoldings California Quality Fund shares in Q4 2025, an estimated $275K.
SteelPeak Wealth first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2020 and held it in 12 quarters.
SteelPeak Wealth's BlackRock MuniHoldings California Quality Fund position peaked at $275K in Q3 2025.
112 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.