Caldwell Trust
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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
Q3 		$16.6K Sell
1,473
-2
-0.1% -$24 ﹤0.01% 626
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

Mackay Shields LLC
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Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
BCS Private Wealth Management
BCS Private Wealth Management Rumson, New Jersey $366M AUM 18.54% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return

Caldwell Trust's MUJ Position: Q3 2026 in Review

Caldwell Trust reduced its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 0.14% in Q3 2026, selling an estimated $24 and leaving 1,473 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Caldwell Trust first reported a position in MUJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q2 2026. 22 funds tracked by Wall St. Rank hold MUJ as of Q3 2026.

  • Caldwell Trust held 1,473 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $16.6K as of Q3 2026.
  • Caldwell Trust sold 2 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2026, an estimated $24.
  • BlackRock MuniHoldings New Jersey Quality Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #626 holding.
  • Caldwell Trust first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $18.2K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.