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Access Financial Services’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Access Financial Services’s Portfolio BTT Stock Details BTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,076
Closed -$321K – 84
2022
Q4 		$321K Sell
15,076
-4,583
-23% -$96.4K 0.2% 82
2022
Q3 		$403K Sell
19,659
-22,551
-53% -$506K 0.26% 77
2022
Q2 		$935K Buy
+42,210
New +$955K 0.54% 62

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RCM
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KIM
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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Access Financial Services's BTT Position: Q1 2023 in Review

Access Financial Services sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2023, closing a stake of 15,076 shares — an estimated $321K sold.

Access Financial Services first reported a position in BTT in Q2 2022 and held it in 3 quarters. The position peaked at $935K in Q2 2022. 115 funds tracked by Wall St. Rank hold BTT as of Q1 2023.

  • Access Financial Services reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2023 after selling out during the quarter.
  • Access Financial Services sold 15,076 BlackRock Municipal 2030 Target Term Trust shares in Q1 2023, an estimated $321K.
  • Access Financial Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2022 and held it in 3 quarters.
  • Access Financial Services's BlackRock Municipal 2030 Target Term Trust position peaked at $935K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2023.

Based on Access Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.