MUJ — BLACKROCK MUNIHLDGS NJ QLTY

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in BLACKROCK MUNIHLDGS NJ QLTY (MUJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2022 Q2)
Avg. % of fund
0.12%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,794 +6,000 +17.2% 0.15% $485K $11.74
2025 Q3 ADDED 34,794 +3,500 +11.2% 0.13% $403K $11.28
2025 Q2 ADDED 31,294 +10,000 +47.0% 0.13% $343K $10.51
2025 Q1 ADDED 21,294 +10,026 +89.0% 0.10% $240K $10.63
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUJ price (monthly, adj. close)

Other funds also holding MUJ

As of 2025 Q4 — sorted by position size

ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.08% Clear Point Advisors Inc. 0.62% MACKAY SHIELDS LLC 3Y 7Y 0.51% Breakwater Capital Group 3Y 0.35% MELFA WEALTH MANAGEMENT, INC. 3Y 0.34% Strategic Advisors LLC 3Y 7Y 0.34% Atlas Private Wealth Advisors 3Y 0.14% Everstar Asset Management, LLC 0.11% David J Yvars Group 3Y 0.09% Green Ridge Wealth Planning LLC 0.07%
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