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Steward Partners Investment Advisory’s BlackRock MuniAssets Fund MUA Stock Holding History

Steward Partners Investment Advisory’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
91,455
-940
-1% -$10K 0.01% 1288
2026
Q1 		$980K Buy
92,395
+10,972
+13% +$120K 0.01% 1171
2025
Q4 		$872K Sell
81,423
-2,034
-2% -$22K ﹤0.01% 1136
2025
Q3 		$926K Buy
83,457
+3,285
+4% +$35.1K 0.01% 1084
2025
Q2 		$834K Buy
80,172
+6,330
+9% +$64.9K 0.01% 1062
2025
Q1 		$800K Sell
73,842
-893
-1% -$9.81K 0.01% 1007
2024
Q4 		$825K Buy
74,735
+1,139
+2% +$13.6K 0.01% 944
2024
Q3 		$913K Sell
73,596
-3,735
-5% -$44.2K 0.01% 887
2024
Q2 		$897K Sell
77,331
-12,410
-14% -$138K 0.01% 847
2024
Q1 		$994K Buy
89,741
+2,592
+3% +$28.5K 0.01% 793
2023
Q4 		$923K Buy
87,149
+1,131
+1% +$10.9K 0.01% 765
2023
Q3 		$774K Buy
86,018
+4,903
+6% +$48.2K 0.01% 767
2023
Q2 		$826K Sell
81,115
-4,230
-5% -$43.5K 0.01% 758
2023
Q1 		$899K Sell
85,345
-19,509
-19% -$211K 0.01% 733
2022
Q4 		$1.13M Sell
104,854
-8,600
-8% -$87.8K 0.02% 622
2022
Q3 		$1.17M Buy
113,454
+1,181
+1% +$14.2K 0.02% 571
2022
Q2 		$1.37M Sell
112,273
-11,810
-10% -$140K 0.03% 548
2022
Q1 		$1.59M Sell
124,083
-67,723
-35% -$932K 0.02% 554
2021
Q4 		$2.85M Buy
191,806
+4,392
+2% +$67.8K 0.04% 388
2021
Q3 		$2.85M Sell
187,414
-271
-0.1% -$4.39K 0.05% 365
2021
Q2 		$3.16M Buy
187,685
+5,319
+3% +$84.4K 0.05% 339
2021
Q1 		$2.78M Sell
182,366
-10,324
-5% -$154K 0.05% 354
2020
Q4 		$2.83M Buy
192,690
+2,336
+1% +$33.2K 0.06% 304
2020
Q3 		$2.62M Buy
190,354
+1,073
+0.6% +$15.2K 0.07% 274
2020
Q2 		$2.63M Buy
189,281
+3,221
+2% +$42.3K 0.07% 252
2020
Q1 		$2.48M Buy
186,060
+25,155
+16% +$374K 0.09% 231
2019
Q4 		$2.44M Sell
160,905
-2,180
-1% -$33.4K 0.07% 270
2019
Q3 		$2.52M Buy
163,085
+2,656
+2% +$40.8K 0.09% 240
2019
Q2 		$2.54M Sell
160,429
-2,160
-1% -$32.6K 0.09% 218
2019
Q1 		$2.41M Buy
162,589
+21,407
+15% +$301K 0.1% 204
2018
Q4 		$1.82M Buy
+141,182
New +$1.81M 0.09% 239

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steward Partners Investment Advisory's MUA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BlackRock MuniAssets Fund (MUA) stake by 1% in Q2 2026, selling an estimated $10K and leaving 91,455 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1288.

Steward Partners Investment Advisory first reported a position in MUA in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.16M in Q2 2021. 95 funds tracked by Wall St. Rank hold MUA as of Q2 2026.

  • Steward Partners Investment Advisory held 91,455 shares of BlackRock MuniAssets Fund worth $1.01M as of Q2 2026.
  • Steward Partners Investment Advisory sold 940 BlackRock MuniAssets Fund shares in Q2 2026, an estimated $10K.
  • BlackRock MuniAssets Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1288 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock MuniAssets Fund in Q4 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's BlackRock MuniAssets Fund position peaked at $3.16M in Q2 2021.
  • 95 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.