Summit Trail Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Summit Trail 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 Q2	–	Sell	-44,208	Closed	-$511K	–	1502
2026 Q1	$511K	Buy	+44,208	New	+$540K	0.01%	1159
2024 Q1	–	Sell	-10,931	Closed	-$125K	–	630
2023 Q4	$125K	Sell	10,931 -2,503	-19%	-$26.6K	﹤0.01%	531
2023 Q3	$136K	Sell	13,434 -2,681	-17%	-$29.3K	0.01%	515
2023 Q2	$181K	Buy	+16,115	New	+$180K	0.01%	498
2023 Q1	–	Sell	-22,178	Closed	-$246K	–	422
2022 Q4	$246K	Buy	+22,178	New	+$252K	0.01%	325

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

Summit Trail Advisors's MUJ Position: Q2 2026 in Review

Summit Trail Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q2 2026, closing a stake of 44,208 shares — an estimated $511K sold.

Summit Trail Advisors first reported a position in MUJ in Q4 2022 and held it in 5 quarters. The position peaked at $511K in Q1 2026. 55 funds tracked by Wall St. Rank hold MUJ as of Q2 2026.

Summit Trail Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q2 2026 after selling out during the quarter.
Summit Trail Advisors sold 44,208 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2026, an estimated $511K.
Summit Trail Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2022 and held it in 5 quarters.
Summit Trail Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $511K in Q1 2026.
55 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.