TRAPHAGEN INVESTMENT ADVISORS LLC MUJ β€” BLACKROCK MUNIHLDGS NJ QLTY

Ownership history in TRAPHAGEN INVESTMENT ADVISORS LLC  Β·  6 quarters on record

AI Ownership Summary

TRAPHAGEN INVESTMENT ADVISORS LLC reported BLACKROCK MUNIHLDGS NJ QLTY (MUJ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows MUJ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRAPHAGEN INVESTMENT ADVISORS LLC's position in BLACKROCK MUNIHLDGS NJ QLTY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUJ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRAPHAGEN INVESTMENT ADVISORS LLC held MUJ β€” position size vs. price
% of Fund (quarterly)    MUJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 20,252 -337 -1.6% 0.02% $234K 2026-04-22 $11.92
2025 Q4 ADDED β€” β€” β€” 20,589 +255 +1.3% 0.02% $245K 2026-01-27 $11.86
2025 Q3 ADDED β€” β€” β€” 20,334 +3,580 +21.4% 0.02% $236K 2025-10-07 $11.19
2025 Q2 ADDED β€” β€” β€” 16,754 +4,415 +35.8% 0.02% $183K 2025-07-23 $10.21
2025 Q1 ADDED β€” β€” β€” 12,339 +1,271 +11.5% 0.01% $139K 2025-04-17 $10.13
2024 Q4 INITIATED β€” β€” β€” 11,068 β€” β€” 0.01% $123K 2025-01-17 $10.47

FAQ About TRAPHAGEN INVESTMENT ADVISORS LLC and MUJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRAPHAGEN INVESTMENT ADVISORS LLC reported owning MUJ?

TRAPHAGEN INVESTMENT ADVISORS LLC reported MUJ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MUJ position in TRAPHAGEN INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for MUJ was 0.02% in 2025 Q3.

What is the latest reported MUJ position on this page?

The most recent filing on this page is 2026 Q1, when TRAPHAGEN INVESTMENT ADVISORS LLC reported 20,252 shares, equal to 0.02% of portfolio, with an estimated market value of $234K.

What does the chart on this MUJ ownership page compare?

The chart compares TRAPHAGEN INVESTMENT ADVISORS LLC's quarterly MUJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRAPHAGEN INVESTMENT ADVISORS LLC time their MUJ position?

Based on 13F filing dates vs. subsequent MUJ price moves, TRAPHAGEN INVESTMENT ADVISORS LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on MUJ relative to SPY over the holding period was -4.6%.

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