David J. Yvars Group’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

David J. Yvars Group’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	$172K	Hold	13,950	–	–	0.08%	101
2026 Q1	$161K	Hold	13,950	–	–	0.09%	87
2025 Q4	$166K	Buy	+13,950	New	+$165K	0.09%	87

Other funds holding MUJ

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return