Amplius Wealth Advisors
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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
Q3 		$2M Sell
91,765
-8,579
-9% -$193K 0.14% 57
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% -$8.5K 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

Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Narwhal Capital Management
Narwhal Capital Management Marietta, Georgia $1.49B AUM 20.87% 1-Year Est. Return

Amplius Wealth Advisors's BTT Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 8.5% in Q3 2026, selling an estimated $193K and leaving 91,765 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #57.

Amplius Wealth Advisors first reported a position in BTT in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.61M in Q4 2021. 81 funds tracked by Wall St. Rank hold BTT as of Q3 2026.

  • Amplius Wealth Advisors held 91,765 shares of BlackRock Municipal 2030 Target Term Trust worth $2M as of Q3 2026.
  • Amplius Wealth Advisors sold 8,579 BlackRock Municipal 2030 Target Term Trust shares in Q3 2026, an estimated $193K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.14% of Amplius Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • Amplius Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $4.61M in Q4 2021.
  • 81 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.