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Amplius Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Amplius Wealth Advisors’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
2026
Q2 		$2.28M Sell
100,344
-3,237
-3% -$73.7K 0.17% 49
2026
Q1 		$2.35M Sell
103,581
-1,126
-1% -$25.6K 0.2% 50
2025
Q4 		$2.39M Buy
104,707
+43
+0% +$968 0.2% 49
2025
Q3 		$2.35M Sell
104,664
-146
-0.1% -$3.25K 0.2% 48
2025
Q2 		$2.29M Sell
104,810
-400
-0.4% -$8.51K 0.21% 54
2025
Q1 		$2.23M Sell
105,210
-2,777
-3% -$58.7K 0.23% 51
2024
Q4 		$2.22M Sell
107,987
-15,930
-13% -$337K 0.23% 50
2024
Q3 		$2.68M Sell
123,917
-1,030
-0.8% -$21.9K 0.29% 43
2024
Q2 		$2.6M Sell
124,947
-6,229
-5% -$128K 0.29% 46
2024
Q1 		$2.76M Sell
131,176
-5,191
-4% -$109K 0.31% 44
2023
Q4 		$2.84M Sell
136,367
-13,311
-9% -$267K 0.34% 43
2023
Q3 		$2.91M Sell
149,678
-14,050
-9% -$288K 0.39% 41
2023
Q2 		$3.4M Buy
163,728
+24,154
+17% +$509K 0.46% 39
2023
Q1 		$3.03M Sell
139,574
-12,882
-8% -$279K 0.43% 41
2022
Q4 		$3.25M Sell
152,456
-19,395
-11% -$408K 0.52% 36
2022
Q3 		$3.53M Sell
171,851
-3,304
-2% -$74.1K 0.63% 34
2022
Q2 		$3.88M Sell
175,155
-4,192
-2% -$94.9K 0.63% 32
2022
Q1 		$4.24M Buy
179,347
+1,379
+0.8% +$34.1K 0.65% 34
2021
Q4 		$4.61M Buy
+177,968
New +$4.57M 0.64% 33

Other funds holding BTT

ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Amplius Wealth Advisors's BTT Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 3.1% in Q2 2026, selling an estimated $73.7K and leaving 100,344 shares worth $2.28M. The position accounts for 0.17% of the portfolio, ranked #49.

Amplius Wealth Advisors first reported a position in BTT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.61M in Q4 2021. 33 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Amplius Wealth Advisors held 100,344 shares of BlackRock Municipal 2030 Target Term Trust worth $2.28M as of Q2 2026.
  • Amplius Wealth Advisors sold 3,237 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $73.7K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.17% of Amplius Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Amplius Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $4.61M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.