Realta Investment Advisors MUC — BLACKROCK MUNIHLDNGS CALI QL

Ownership history in Realta Investment Advisors  ·  15 quarters on record

AI Ownership Summary

Realta Investment Advisors reported BLACKROCK MUNIHLDNGS CALI QL (MUC) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows MUC at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Realta Investment Advisors'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 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.

MUC stock page Realta Investment Advisors fund profile Realta Investment Advisors full holdings
How Realta Investment Advisors 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 13,652 — 0% 0.04% $133K 2026-10-14 $9.58
2026 Q2 UNCHANGED — — — 13,652 — 0% 0.05% $150K 2026-07-20 $10.70
2026 Q1 UNCHANGED — — — 13,652 — 0% 0.05% $142K 2026-04-22 $10.49
2025 Q4 UNCHANGED — — — 13,652 — 0% 0.05% $145K 2026-01-20 $10.27
2025 Q3 UNCHANGED — — — 13,652 — 0% 0.05% $148K 2025-10-23 $10.19
2025 Q2 UNCHANGED — — — 13,652 — 0% 0.06% $141K 2025-07-22 $9.31
2024 Q2 UNCHANGED — — — 13,652 — 0% 0.03% $152K 2024-07-15 $9.78
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUC

As of 2026 Q3 — sorted by position size

MYECFO, LLC 3Y 0.28% Ignite Planners, LLC 3Y 0.25% Hennion & Walsh Asset Management, Inc. 3Y 0.22% Athena Wealth Management, LLC 0.18% Hofer & Associates. Inc 3Y 0.16% RED CRANE WEALTH MANAGEMENT, LLC 0.16% DECISION INVESTMENTS, INC 0.14% Arlington Financial Advisors, LLC 3Y 7Y 0.07% MACKAY SHIELDS LLC 3Y 7Y 0.05% Tempus Wealth Planning, LLC 3Y 0.04%

FAQ About Realta Investment Advisors and MUC

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

How long has Realta Investment Advisors reported owning MUC?

Realta Investment Advisors reported MUC across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported MUC position in Realta Investment Advisors's portfolio?

The largest reported portfolio weight for MUC was 0.06% in 2025 Q2.

What is the latest reported MUC position on this page?

The most recent filing on this page is 2026 Q3, when Realta Investment Advisors reported 13,652 shares, equal to 0.04% of portfolio, with an estimated market value of $133K.

What does the chart on this MUC ownership page compare?

The chart compares Realta Investment Advisors'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 Realta Investment Advisors time their MUC position?

Based on 13F filing dates vs. subsequent MUC price moves, Realta Investment Advisors correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MUC relative to SPY over the holding period was -16.4%.

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