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

Tortuga Wealth Management’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 		$526K Buy
50,553
+33,553
+197% +$362K 0.49% 47
2025
Q4 		$180K Buy
+17,000
New +$183K 0.19% 99

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 $12.9B 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 $239M 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tortuga Wealth Management's MUC Position: Q1 2026 in Review

Tortuga Wealth Management increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 197% in Q1 2026, buying an estimated $362K and bringing the position to 50,553 shares worth $526K. The position accounts for 0.49% of the portfolio, ranked #47.

Tortuga Wealth Management first reported a position in MUC in Q4 2025 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold MUC as of Q1 2026.

  • Tortuga Wealth Management held 50,553 shares of BlackRock MuniHoldings California Quality Fund worth $526K as of Q1 2026.
  • Tortuga Wealth Management bought 33,553 BlackRock MuniHoldings California Quality Fund shares in Q1 2026, an estimated $362K.
  • BlackRock MuniHoldings California Quality Fund made up 0.49% of Tortuga Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Tortuga Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2025 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.