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 (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,260 | $13,982.06 | $13,834.8 | -$147.26 | -1.05% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 129,918 | $1.41M | $1.43M | $18,975.04 | 1.35% |
Daniel L. Lippincott Karpus Management Inc. | 5.38M | $57.18M | $58.94M | $1.75M | 3.06% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 709,302 | $7.8M | $7.78M | -$22,199.1 | -0.28% |
| SL Shad Lamm Keystone Wealth Services LLC | 24,521 | $338,900.5 | $269,240.58 | -$69,659.92 | -20.55% |
| NYSE Exchange | US Country |