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

Wealth Effects’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 		$508K Hold
41,294
– – 0.14% 129
2026
Q1 		$478K Buy
41,294
+500
+1% +$6.1K 0.17% 113
2025
Q4 		$485K Buy
40,794
+6,000
+17% +$70.9K 0.15% 111
2025
Q3 		$403K Buy
34,794
+3,500
+11% +$38.7K 0.13% 126
2025
Q2 		$343K Buy
31,294
+10,000
+47% +$109K 0.13% 131
2025
Q1 		$240K Buy
21,294
+10,026
+89% +$114K 0.1% 167
2024
Q4 		$125K Hold
11,268
– – 0.04% 204
2024
Q3 		$137K Sell
11,268
-13,026
-54% -$153K 0.05% 208
2024
Q2 		$277K Buy
24,294
+4,474
+23% +$50.4K 0.1% 155
2024
Q1 		$231K Sell
19,820
-7,274
-27% -$83.6K 0.09% 182
2023
Q4 		$309K Sell
27,094
-1,000
-4% -$10.6K 0.12% 149
2023
Q3 		$284K Buy
28,094
+5,000
+22% +$54.6K 0.14% 136
2023
Q2 		$258K Hold
23,094
– – 0.11% 147
2023
Q1 		$264K Buy
23,094
+1,500
+7% +$17.1K 0.14% 147
2022
Q4 		$239K Buy
21,594
+1,500
+7% +$17K 0.14% 151
2022
Q3 		$236K Hold
20,094
– – 0.14% 142
2022
Q2 		$265K Buy
20,094
+2,274
+13% +$29.4K 0.16% 136
2022
Q1 		$238K Hold
17,820
– – 0.11% 166
2021
Q4 		$283K Buy
+17,820
New +$276K 0.12% 157

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Effects's MUJ Position: Q2 2026 in Review

Wealth Effects held its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) position steady in Q2 2026 at 41,294 shares worth $508K. The position accounts for 0.14% of the portfolio, ranked #129.

Wealth Effects first reported a position in MUJ in Q4 2021 and has held it in 19 quarters since. 55 funds tracked by Wall St. Rank hold MUJ as of Q2 2026.

  • Wealth Effects held 41,294 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $508K as of Q2 2026.
  • Wealth Effects left its BlackRock MuniHoldings New Jersey Quality Fund share count unchanged in Q2 2026.
  • BlackRock MuniHoldings New Jersey Quality Fund made up 0.14% of Wealth Effects's portfolio in Q2 2026, its #129 holding.
  • Wealth Effects first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2021 and has held it in 19 quarters since.
  • 55 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.