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BlackRock MuniHoldings New Jersey Ins Fn shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of BlackRock MuniHoldings New Jersey Ins Fn (MUJ) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in BlackRock MuniHoldings New Jersey Ins Fn

Tip: Access up to 7 years of quarterly data

All positions including BlackRock MuniHoldings New Jersey Ins Fn held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock MuniHoldings New Jersey Ins Fn by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $512k 44k 11.57
2023-12-31 $125k 11k 11.41
2023-09-30 $137k 13k 10.16
2023-06-30 $181k 16k 11.21
2022-12-31 $246k 22k 11.07

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding BlackRock MuniHoldings New Jersey Ins Fn

MacKay Shields
Morgan Stanley
Guggenheim Capital, LLC Managers
Bank of America Corporation
Robinson Capital Management
Raymond James Financial
UBS Group
Breakwater Capital Group
LPL Financial
Strategic Advisors
Atlas Private Wealth Advisors
Wells Fargo & Company
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding BlackRock MuniHoldings New Jersey Ins Fn