IBEX Wealth Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-1,996	Closed	-$31K	–	340
2021 Q3	$31K	Buy	+1,996	New	+$31.6K	0.01%	293

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IBEX Wealth Advisors's MUJ Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2021, closing a stake of 1,996 shares — an estimated $31K sold.

IBEX Wealth Advisors first reported a position in MUJ in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 36 funds tracked by Wall St. Rank hold MUJ as of Q4 2021.

IBEX Wealth Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1,996 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2021, an estimated $31K.
IBEX Wealth Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $31K in Q3 2021.
36 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.