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

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return