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Whipplewood Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-241,863
Closed -$117K – 1249
2025
Q1 		$117K Buy
241,863
+230,903
+2,107% +$2.5M 0.07% 207
2024
Q4 		$117K Buy
+10,960
New +$122K 0.07% 217

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Whipplewood Advisors's MUC Position: Q2 2025 in Review

Whipplewood Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2025, closing a stake of 241,863 shares — an estimated $117K sold.

Whipplewood Advisors first reported a position in MUC in Q4 2024 and held it in 2 quarters. The position peaked at $117K in Q1 2025. 97 funds tracked by Wall St. Rank hold MUC as of Q2 2025.

  • Whipplewood Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 241,863 BlackRock MuniHoldings California Quality Fund shares in Q2 2025, an estimated $117K.
  • Whipplewood Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $117K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.