DECISION INVESTMENTS, INC MUC — BLACKROCK MUNIHLDNGS CALI QL

Ownership history in DECISION INVESTMENTS, INC  ·  4 quarters on record

AI Ownership Summary

DECISION INVESTMENTS, INC reported BLACKROCK MUNIHLDNGS CALI QL (MUC) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows MUC at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DECISION INVESTMENTS, INC's position in BLACKROCK MUNIHLDNGS CALI QL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MUC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DECISION INVESTMENTS, INC held MUC — position size vs. price
% of Fund (quarterly)    MUC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,029 +2,000 +14.3% 0.14% $156K 2026-10-07 $9.76
2026 Q2 REDUCED 15.1% -10.6% ✅ 14,029 -2,500 -15.1% 0.14% $154K 2026-07-13 $10.80
2026 Q1 ADDED — — — 16,529 +6,128 +58.9% 0.20% $172K 2026-04-22 $10.55
2025 Q4 INITIATED — — — 10,401 — — 0.12% $110K 2026-02-17 $10.42

🏢 Other funds also holding MUC

As of 2026 Q3 — sorted by position size

Noble Wealth Management PBC 0.01%

FAQ About DECISION INVESTMENTS, INC and MUC

These are the practical questions this page is built to answer before you even open the full history table.

How long has DECISION INVESTMENTS, INC reported owning MUC?

DECISION INVESTMENTS, INC reported MUC across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported MUC position in DECISION INVESTMENTS, INC's portfolio?

The largest reported portfolio weight for MUC was 0.20% in 2026 Q1.

What is the latest reported MUC position on this page?

The most recent filing on this page is 2026 Q3, when DECISION INVESTMENTS, INC reported 16,029 shares, equal to 0.14% of portfolio, with an estimated market value of $156K.

What does the chart on this MUC ownership page compare?

The chart compares DECISION INVESTMENTS, INC's quarterly MUC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DECISION INVESTMENTS, INC time their MUC position?

Based on 13F filing dates vs. subsequent MUC price moves, DECISION INVESTMENTS, INC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on MUC relative to SPY over the holding period was +815404.3%.

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