Independent Financial Group’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Independent Financial 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
2024 Q3	–	Sell	-12,814	Closed	-$146K	–	1173
2024 Q2	$146K	Sell	12,814 -2,449	-16%	-$27.6K	0.01%	1041
2024 Q1	$178K	Sell	15,263 -3,072	-17%	-$35.3K	0.01%	967
2023 Q4	$209K	Buy	18,335 +2,747	+18%	+$29.2K	0.01%	875
2023 Q3	$158K	Buy	+15,588	New	+$170K	0.01%	851
2023 Q2	–	Sell	-12,249	Closed	-$140K	–	907
2023 Q1	$140K	Buy	+12,249	New	+$140K	0.01%	796
2022 Q4	–	Sell	-12,271	Closed	-$144K	–	805
2022 Q3	$144K	Buy	12,271 +1,126	+10%	+$14.7K	0.01%	695
2022 Q2	$147K	Buy	+11,145	New	+$144K	0.02%	661

Other funds holding MUJ

MSL

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RJFSA

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

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

Independent Financial Group's MUJ Position: Q3 2024 in Review

Independent Financial Group sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2024, closing a stake of 12,814 shares — an estimated $146K sold.

Independent Financial Group first reported a position in MUJ in Q2 2022 and held it in 7 quarters. The position peaked at $209K in Q4 2023. 61 funds tracked by Wall St. Rank hold MUJ as of Q3 2024.

Independent Financial Group reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2024 after selling out during the quarter.
Independent Financial Group sold 12,814 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2024, an estimated $146K.
Independent Financial Group first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2022 and held it in 7 quarters.
Independent Financial Group's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $209K in Q4 2023.
61 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.