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Caldwell Trust’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Caldwell Trust’s Portfolio MUJ Stock Details MUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Hold
1,475
– – ﹤0.01% 622
2026
Q1 		$17.1K Hold
1,475
– – ﹤0.01% 610
2025
Q4 		$17.6K Buy
+1,475
New +$17.4K ﹤0.01% 597

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's MUJ Position: Q2 2026 in Review

Caldwell Trust held its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) position steady in Q2 2026 at 1,475 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Caldwell Trust first reported a position in MUJ in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold MUJ as of Q2 2026.

  • Caldwell Trust held 1,475 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $18.2K as of Q2 2026.
  • Caldwell Trust left its BlackRock MuniHoldings New Jersey Quality Fund share count unchanged in Q2 2026.
  • BlackRock MuniHoldings New Jersey Quality Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #622 holding.
  • Caldwell Trust first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.