BlackRock MuniHoldings California Quality Fund offers targeted California muni exposure, appealing primarily to state residents seeking tax-advantaged income. MUC has recently outperformed not only its muni peers but also the S&P 500, an atypical achievement for municipal bond funds. The fund's strong performance supports a bullish outlook, with its risk-adjusted returns standing out in the current market environment.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,279 | $14,179.62 | $13,531.82 | -$647.8 | -4.57% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 45,636 | $501,540 | $488,761.56 | -$12,778.44 | -2.55% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 129,918 | $1.41M | $1.4M | -$7,658.15 | -0.54% |
Daniel L. Lippincott Karpus Management Inc. | 4.6M | $48.85M | $49.53M | $687,489.17 | 1.41% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,011 | $270,927.46 | $279,878.36 | $8,950.9 | 3.3% |
| NYSE Exchange | US Country |