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 Q3	$157K	Hold	13,950	–	–	0.07%	101
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

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

David J. Yvars Group's MUJ Position: Q3 2026 in Review

David J. Yvars Group held its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) position steady in Q3 2026 at 13,950 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #101.

David J. Yvars Group first reported a position in MUJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $172K in Q2 2026. 9 funds tracked by Wall St. Rank hold MUJ as of Q3 2026.

David J. Yvars Group held 13,950 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $157K as of Q3 2026.
David J. Yvars Group left its BlackRock MuniHoldings New Jersey Quality Fund share count unchanged in Q3 2026.
BlackRock MuniHoldings New Jersey Quality Fund made up 0.07% of David J. Yvars Group's portfolio in Q3 2026, its #101 holding.
David J. Yvars Group first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2025 and has held it in 4 quarters since.
David J. Yvars Group's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $172K in Q2 2026.
9 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.