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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
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 $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
SA
Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return

Caldwell Trust's MUJ Position: Q1 2026 in Review

Caldwell Trust held its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) position steady in Q1 2026 at 1,475 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Caldwell Trust first reported a position in MUJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.6K in Q4 2025. 59 funds tracked by Wall St. Rank hold MUJ as of Q1 2026.

  • Caldwell Trust held 1,475 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $17.1K as of Q1 2026.
  • Caldwell Trust left its BlackRock MuniHoldings New Jersey Quality Fund share count unchanged in Q1 2026.
  • BlackRock MuniHoldings New Jersey Quality Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #610 holding.
  • Caldwell Trust first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2025 and has held it in 2 quarters since.
  • Caldwell Trust's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $17.6K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.