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Blackrock MuniHoldings CA Insrd Fnd shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Blackrock MuniHoldings CA Insrd Fnd (MUC) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Blackrock MuniHoldings CA Insrd Fnd

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Quarterly reported holdings in Blackrock MuniHoldings CA Insrd Fnd by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $115k 10k 11.52
2024-06-30 $222k 20k 11.10
2024-03-31 $440k 40k 11.01
2023-12-31 $445k 40k 11.13
2023-09-30 $382k 40k 9.56
2023-06-30 $543k 50k 10.85
2023-03-31 $1.1M 100k 11.06
2022-12-31 $1.1M 100k 10.74
2022-09-30 $2.5M 235k 10.74
2022-06-30 $2.3M 193k 11.97
2022-03-31 $2.3M 172k 13.08
2021-12-31 $1.9M 126k 15.44
2021-09-30 $1.8M 113k 15.67
2021-06-30 $1.6M 100k 15.93
2021-03-31 $1.6M 108k 15.05
2020-12-31 $2.0M 131k 15.00
2020-09-30 $1.9M 132k 13.98
2020-06-30 $1.7M 122k 14.13
2020-03-31 $1.4M 104k 13.33
2019-12-31 $2.9M 209k 13.99
2019-09-30 $2.8M 200k 14.12
2019-06-30 $2.4M 173k 13.65
2019-03-31 $2.0M 150k 13.25
2018-12-31 $1.8M 150k 12.33
2018-09-30 $2.4M 190k 12.56
2018-06-30 $2.6M 200k 13.19
2018-03-31 $2.6M 200k 13.19
2017-12-31 $4.3M 300k 14.20
2017-09-30 $4.5M 307k 14.82
2017-06-30 $4.3M 301k 14.43
2017-03-31 $4.5M 323k 14.08
2016-12-31 $4.5M 323k 14.08
2016-09-30 $4.4M 273k 16.04
2016-06-30 $4.4M 270k 16.28
2016-03-31 $4.3M 271k 15.76
2015-12-31 $3.9M 261k 14.85
2015-09-30 $5.7M 400k 14.37
2015-06-30 $5.7M 410k 14.00
2015-03-31 $6.0M 407k 14.73
2014-12-31 $5.3M 367k 14.47
2014-09-30 $5.0M 355k 14.23
2014-06-30 $4.9M 341k 14.32

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Blackrock MuniHoldings CA Insrd Fnd

Morgan Stanley
Karpus Investment Management
Rivernorth Capital Management
Saba Capital Management
Bank of America Corporation
Guggenheim Capital, LLC Managers
Hollencrest Securities
Robinson Capital Management
Wells Fargo & Company
Advisors Asset Management
Allianz Asset Management
Sanctuary Advisors
Hennion & Walsh Asset Management
Thomas J. Herzfeld Advisors
LPL Financial

View all funds holding Blackrock MuniHoldings CA Insrd Fnd