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

Advisornet Financial’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 Q3	–	Sell	-850	Closed	-$17.7K	–	2300
2023 Q2	$17.7K	Hold	850	–	–	﹤0.01%	1139
2023 Q1	$18.5K	Buy	+850	New	+$18.4K	﹤0.01%	1105
2019 Q4	–	Sell	-200	Closed	-$5K	–	1855
2019 Q3	$5K	Buy	+200	New	+$4.72K	﹤0.01%	1540

Other funds holding BTT

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advisornet Financial's BTT Position: Q3 2023 in Review

Advisornet Financial sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2023, closing a stake of 850 shares — an estimated $17.7K sold.

Advisornet Financial first reported a position in BTT in Q3 2019 and held it in 3 quarters. The position peaked at $18.5K in Q1 2023. 113 funds tracked by Wall St. Rank hold BTT as of Q3 2023.

Advisornet Financial reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 850 BlackRock Municipal 2030 Target Term Trust shares in Q3 2023, an estimated $17.7K.
Advisornet Financial first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2019 and held it in 3 quarters.
Advisornet Financial's BlackRock Municipal 2030 Target Term Trust position peaked at $18.5K in Q1 2023.
113 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.