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

Sax 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
2026
Q3 		– Sell
-15,815
Closed -$183K – 765
2026
Q2 		$183K Sell
15,815
-1,528
-9% -$18.6K 0.01% 526
2026
Q1 		$206K Hold
17,343
– – 0.01% 464
2025
Q4 		$206K Buy
17,343
+1
+0% +$12 0.01% 471
2025
Q3 		$201K Hold
17,342
– – 0.01% 427
2025
Q2 		$190K Hold
17,342
– – 0.01% 415
2025
Q1 		$195K Hold
17,342
– – 0.01% 353
2024
Q4 		$192K Hold
17,342
– – 0.02% 321
2024
Q3 		$210K Hold
17,342
– – 0.02% 270
2024
Q2 		$198K Hold
17,342
– – 0.02% 265
2024
Q1 		$202K Hold
17,342
– – 0.02% 182
2023
Q4 		$198K Hold
17,342
– – 0.03% 182
2023
Q3 		$176K Hold
17,342
– – 0.03% 173
2023
Q2 		$194K Hold
17,342
– – 0.04% 171
2023
Q1 		$199K Hold
17,342
– – 0.04% 171
2022
Q4 		$192K Hold
17,342
– – 0.04% 163
2022
Q3 		$204K Buy
+17,342
New +$226K 0.05% 151

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
TWM
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

Sax Wealth Advisors's MUJ Position: Q3 2026 in Review

Sax Wealth Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2026, closing a stake of 15,815 shares — an estimated $183K sold.

Sax Wealth Advisors first reported a position in MUJ in Q3 2022 and held it in 16 quarters. The position peaked at $210K in Q3 2024. 7 funds tracked by Wall St. Rank hold MUJ as of Q3 2026.

  • Sax Wealth Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 15,815 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2026, an estimated $183K.
  • Sax Wealth Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2022 and held it in 16 quarters.
  • Sax Wealth Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $210K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.