Atlas Private Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Atlas Private Wealth Management’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
2021 Q1	–	Sell	-715	Closed	-$18K	–	406
2020 Q4	$18K	Hold	715	–	–	0.01%	265
2020 Q3	$18K	Sell	715 -550	-43%	-$13.6K	0.01%	262
2020 Q2	$30K	Hold	1,265	–	–	0.02%	228
2020 Q1	$29K	Hold	1,265	–	–	0.03%	215
2019 Q4	$31K	Buy	+1,265	New	+$30.3K	0.02%	236

Other funds holding BTT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Atlas Private Wealth Management's BTT Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2021, closing a stake of 715 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in BTT in Q4 2019 and held it in 5 quarters. The position peaked at $31K in Q4 2019. 114 funds tracked by Wall St. Rank hold BTT as of Q1 2021.

Atlas Private Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 715 BlackRock Municipal 2030 Target Term Trust shares in Q1 2021, an estimated $18K.
Atlas Private Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $31K in Q4 2019.
114 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.