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TWM
TriaGen Wealth Management’s
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
Stock Holding History
TriaGen 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
Q1
$116K
Hold
10,000
–
–
0.03%
170
2025
Q4
$119K
Hold
10,000
–
–
0.03%
175
2025
Q3
$116K
Hold
10,000
–
–
0.03%
180
2025
Q2
$110K
Hold
10,000
–
–
0.03%
169
2025
Q1
$113K
Hold
10,000
–
–
0.04%
162
2024
Q4
$111K
Hold
10,000
–
–
0.04%
167
2024
Q3
$121K
Buy
+10,000
New
+$118K
0.04%
167
2024
Q2
–
Sell
-13,000
Closed
-$151K
–
171
2024
Q1
$151K
Hold
13,000
–
–
0.06%
156
2023
Q4
$148K
Sell
13,000
-2,000
-13%
-$21.3K
0.07%
154
2023
Q3
$152K
Hold
15,000
–
–
0.08%
149
2023
Q2
$168K
Sell
15,000
-35,705
-70%
-$399K
0.08%
161
2023
Q1
$581K
Hold
50,705
–
–
0.29%
86
2022
Q4
$561K
Hold
50,705
–
–
0.31%
85
2022
Q3
$595K
Buy
50,705
+15,000
+42%
+$196K
0.33%
77
2022
Q2
$471K
Buy
+35,705
New
+$462K
0.33%
78
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2.13%
1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
GC
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$12.6B AUM
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1-Year Est. Return
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$1.37T AUM
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RCM
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$223M AUM
0.62%
1-Year Est. Return
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$324B AUM
22.36%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
BCG
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$833M AUM
22.71%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
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$602M AUM
21.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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