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 | 1,297 | $14,377.51 | $12,490.11 | -$1,887.4 | -13.13% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 45,636 | $501,540 | $439,474.68 | -$62,065.32 | -12.37% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 129,918 | $1.41M | $1.26M | -$151,217.54 | -10.74% |
Daniel L. Lippincott Karpus Management Inc. | 4.6M | $48.85M | $44.72M | -$4.12M | -8.44% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 10,482 | $108,488.7 | $101,675.4 | -$6,813.3 | -6.28% |
| NYSE Exchange | US Country |