Traphagen Investment Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Traphagen Investment 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 Q1	$234K	Sell	20,252 -337	-2%	-$4.11K	0.02%	181
2025 Q4	$245K	Buy	20,589 +255	+1%	+$3.01K	0.02%	172
2025 Q3	$236K	Buy	20,334 +3,580	+21%	+$39.6K	0.02%	170
2025 Q2	$183K	Buy	16,754 +4,415	+36%	+$48.3K	0.02%	181
2025 Q1	$139K	Buy	12,339 +1,271	+11%	+$14.5K	0.01%	176
2024 Q4	$123K	Buy	+11,068	New	+$130K	0.01%	173
2023 Q4	–	Sell	-15,857	Closed	-$160K	–	180
2023 Q3	$160K	Buy	+15,857	New	+$173K	0.02%	159

Other funds holding MUJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return