Melfa Wealth Management’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Melfa Wealth Management’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	$572K	Sell	46,458 -2,898	-6%	-$35.2K	0.31%	73
2026 Q1	$571K	Buy	49,356 +5	+0%	+$61	0.33%	75
2025 Q4	$587K	Sell	49,351 -4,134	-8%	-$48.8K	0.34%	78
2025 Q3	$620K	Buy	53,485 +8	+0%	+$88	0.36%	71
2025 Q2	$586K	Buy	53,477 +9,858	+23%	+$108K	0.37%	66
2025 Q1	$491K	Buy	43,619 +5	+0%	+$57	0.33%	76
2024 Q4	$483K	Sell	43,614 -4,991	-10%	-$58.4K	0.32%	82
2024 Q3	$590K	Buy	48,605 +7	+0%	+$82	0.39%	66
2024 Q2	$554K	Buy	48,598 +107	+0.2%	+$1.21K	0.39%	66
2024 Q1	$564K	Buy	48,491 +203	+0.4%	+$2.33K	0.41%	67
2023 Q4	$551K	Buy	48,288 +354	+0.7%	+$3.76K	0.52%	53
2023 Q3	$485K	Sell	47,934 -3,445	-7%	-$37.6K	0.53%	52
2023 Q2	$574K	Buy	51,379 +10,610	+26%	+$118K	0.58%	47
2023 Q1	$467K	Sell	40,769 -249	-0.6%	-$2.85K	0.47%	61
2022 Q4	$454K	Buy	+41,018	New	+$466K	0.47%	61

Other funds holding MUJ

MSL

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

BCG

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

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

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

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

Melfa Wealth Management's MUJ Position: Q2 2026 in Review

Melfa Wealth Management reduced its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 5.9% in Q2 2026, selling an estimated $35.2K and leaving 46,458 shares worth $572K. The position accounts for 0.31% of the portfolio, ranked #73.

Melfa Wealth Management first reported a position in MUJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $620K in Q3 2025. 55 funds tracked by Wall St. Rank hold MUJ as of Q2 2026.

Melfa Wealth Management held 46,458 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $572K as of Q2 2026.
Melfa Wealth Management sold 2,898 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2026, an estimated $35.2K.
BlackRock MuniHoldings New Jersey Quality Fund made up 0.31% of Melfa Wealth Management's portfolio in Q2 2026, its #73 holding.
Melfa Wealth Management first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $620K in Q3 2025.
55 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.