AW
BTT icon

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

Atlas Wealth’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
2024
Q3 		– Sell
-179,785
Closed -$3.74M – 92
2024
Q2 		$3.74M Buy
+179,785
New +$3.7M 0.44% 54

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Atlas Wealth's BTT Position: Q3 2024 in Review

Atlas Wealth sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2024, closing a stake of 179,785 shares — an estimated $3.74M sold.

Atlas Wealth first reported a position in BTT in Q2 2024 and held it in 1 quarter. The position peaked at $3.74M in Q2 2024. 125 funds tracked by Wall St. Rank hold BTT as of Q3 2024.

  • Atlas Wealth reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 179,785 BlackRock Municipal 2030 Target Term Trust shares in Q3 2024, an estimated $3.74M.
  • Atlas Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $3.74M in Q2 2024.
  • 125 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.