Tanglewood Legacy Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

Tanglewood Legacy Advisors’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 Q1	$28.4K	Hold	2,680	–	–	0.01%	188
2025 Q4	$28.7K	Hold	2,680	–	–	0.01%	193
2025 Q3	$29.7K	Hold	2,680	–	–	0.01%	202
2025 Q2	$27.9K	Hold	2,680	–	–	0.01%	206
2025 Q1	$29K	Hold	2,680	–	–	0.01%	203
2024 Q4	$29.6K	Sell	2,680 -2,600	-49%	-$31K	0.01%	203
2024 Q3	$65.5K	Hold	5,280	–	–	0.03%	145
2024 Q2	$61.2K	Hold	5,280	–	–	0.03%	145
2024 Q1	$58.5K	Hold	5,280	–	–	0.03%	150
2023 Q4	$55.9K	Hold	5,280	–	–	0.03%	145
2023 Q3	$47.5K	Sell	5,280 -4,000	-43%	-$39.4K	0.03%	161
2023 Q2	$94.5K	Hold	9,280	–	–	0.05%	122
2023 Q1	$97.7K	Buy	9,280 +7,030	+312%	+$76.1K	0.06%	112
2022 Q4	$24.3K	Buy	+2,250	New	+$23K	0.02%	173

Other funds holding MUA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tanglewood Legacy Advisors's MUA Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its BlackRock MuniAssets Fund (MUA) position steady in Q1 2026 at 2,680 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #188.

Tanglewood Legacy Advisors first reported a position in MUA in Q4 2022 and has held it in 14 quarters since. The position peaked at $97.7K in Q1 2023. 100 funds tracked by Wall St. Rank hold MUA as of Q1 2026.

Tanglewood Legacy Advisors held 2,680 shares of BlackRock MuniAssets Fund worth $28.4K as of Q1 2026.
Tanglewood Legacy Advisors left its BlackRock MuniAssets Fund share count unchanged in Q1 2026.
BlackRock MuniAssets Fund made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #188 holding.
Tanglewood Legacy Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's BlackRock MuniAssets Fund position peaked at $97.7K in Q1 2023.
100 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.