Creative Planning
MUJ icon

Creative Planning’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Creative Planning’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 		– Sell
-26,353
Closed -$314K – 4163
2025
Q4 		$314K Buy
26,353
+680
+3% +$8.03K ﹤0.01% 3207
2025
Q3 		$298K Sell
25,673
-3,217
-11% -$35.6K ﹤0.01% 3150
2025
Q2 		$316K Sell
28,890
-1,990
-6% -$21.8K ﹤0.01% 2851
2025
Q1 		$347K Buy
+30,880
New +$352K ﹤0.01% 2619
2017
Q3 		– Sell
-4,401
Closed -$64K – 3028
2017
Q2 		$64K Buy
4,401
+17
+0.4% +$246 ﹤0.01% 2322
2017
Q1 		$62K Buy
4,384
+11
+0.3% +$156 ﹤0.01% 2315
2016
Q4 		$61K Buy
4,373
+23
+0.5% +$332 ﹤0.01% 2228
2016
Q3 		$68K Buy
4,350
+14
+0.3% +$224 ﹤0.01% 2127
2016
Q2 		$70K Buy
4,336
+1,300
+43% +$20.4K ﹤0.01% 1911
2016
Q1 		$46K Buy
3,036
+862
+40% +$12.7K ﹤0.01% 2163
2015
Q4 		$31K Buy
2,174
+18
+0.8% +$250 ﹤0.01% 2502
2015
Q3 		$29K Buy
+2,156
New +$29K ﹤0.01% 2445

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $223M 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 $564B 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 $376B AUM 19.32% 1-Year Est. Return
SA
Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return