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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
– – 0.02% 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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return