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

Western 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	$633K	Buy	+60,865	New	+$657K	0.02%	575
2024 Q4	–	Sell	-89,664	Closed	-$1.03M	–	721
2024 Q3	$1.03M	Buy	+89,664	New	+$1.01M	0.06%	306
2024 Q1	–	Sell	-92,637	Closed	-$1.03M	–	693
2023 Q4	$1.03M	Sell	92,637 -10,799	-10%	-$110K	0.07%	270
2023 Q3	$989K	Buy	103,436 +95	+0.1%	+$994	0.08%	254
2023 Q2	$1.12M	Buy	103,341 +502	+0.5%	+$5.39K	0.1%	219
2023 Q1	$1.14M	Buy	102,839 +24,536	+31%	+$272K	0.11%	209
2022 Q4	$841K	Sell	78,303 -71,025	-48%	-$756K	0.09%	256
2022 Q3	$1.5M	Hold	149,328	–	–	0.09%	228
2022 Q2	$1.81M	Buy	149,328 +81,900	+121%	+$982K	0.1%	198
2022 Q1	$882K	Buy	+67,428	New	+$943K	0.04%	359

Other funds holding MUC

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

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

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Western Wealth Management opened a new position in BlackRock MuniHoldings California Quality Fund (MUC) in Q1 2026: 60,865 shares worth $633K. The stake represents 0.02% of the portfolio and ranks #575 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in MUC as recently as Q3 2024.

Western Wealth Management first reported a position in MUC in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.81M in Q2 2022. 137 funds tracked by Wall St. Rank hold MUC as of Q1 2026.

Western Wealth Management held 60,865 shares of BlackRock MuniHoldings California Quality Fund worth $633K as of Q1 2026.
BlackRock MuniHoldings California Quality Fund was a new Western Wealth Management position in Q1 2026.
BlackRock MuniHoldings California Quality Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #575 holding.
Western Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2022 and has held it in 10 quarters since.
Western Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $1.81M in Q2 2022.
137 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.