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Blackrock MuniHoldings CA Insrd Fnd shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Blackrock MuniHoldings CA Insrd Fnd

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All positions including Blackrock MuniHoldings CA Insrd Fnd held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock MuniHoldings CA Insrd Fnd by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $109k 10k 10.60
2022-09-30 $253k 24k 10.78
2020-09-30 $943k 24k 38.68
2018-06-30 $27k 2.1k 13.08

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Summit Trail Advisors

Top funds holding Blackrock MuniHoldings CA Insrd Fnd

Karpus Investment Management
Guggenheim Capital, LLC Managers
Rivernorth Capital Management
Advisors Asset Management
MacKay Shields
Wells Fargo & Company
Saba Capital Management
Allspring Global Investments Holdings
Fiera Capital Corporation
Sanctuary Advisors
Hennion & Walsh Asset Management
City of London Investment Management Company
Evoke Wealth
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding Blackrock MuniHoldings CA Insrd Fnd