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

Avior 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
2026
Q2 		$360K Buy
15,842
+73
+0.5% +$1.66K 0.01% 599
2026
Q1 		$358K Buy
15,769
+384
+2% +$8.74K 0.01% 631
2025
Q4 		$351K Sell
15,385
-215
-1% -$4.84K 0.01% 566
2025
Q3 		$350K Buy
15,600
+348
+2% +$7.74K 0.01% 547
2025
Q2 		$334K Sell
15,252
-15,059
-50% -$320K 0.01% 541
2025
Q1 		$644K Buy
30,311
+8,641
+40% +$183K 0.02% 351
2024
Q4 		$446K Buy
21,670
+4,056
+23% +$85.9K 0.02% 478
2024
Q3 		$381K Buy
17,614
+4,844
+38% +$103K 0.02% 523
2024
Q2 		$265K Buy
12,770
+65
+0.5% +$1.34K 0.01% 599
2024
Q1 		$268K Sell
12,705
-101
-0.8% -$2.13K 0.01% 619
2023
Q4 		$266K Sell
12,806
-2,133
-14% -$42.9K 0.02% 473
2023
Q3 		$290K Sell
14,939
-3,717
-20% -$76.1K 0.02% 452
2023
Q2 		$388K Sell
18,656
-33
-0.2% -$695 0.03% 402
2023
Q1 		$406K Sell
18,689
-392
-2% -$8.49K 0.03% 403
2022
Q4 		$406K Sell
19,081
-424
-2% -$8.92K 0.03% 349
2022
Q3 		$400K Buy
+19,505
New +$438K 0.03% 321

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's BTT Position: Q2 2026 in Review

Avior Wealth Management increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 0.46% in Q2 2026, buying an estimated $1.66K and bringing the position to 15,842 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #599.

Avior Wealth Management first reported a position in BTT in Q3 2022 and has held it in 16 quarters since. The position peaked at $644K in Q1 2025. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Avior Wealth Management held 15,842 shares of BlackRock Municipal 2030 Target Term Trust worth $360K as of Q2 2026.
  • Avior Wealth Management bought 73 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $1.66K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Avior Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2022 and has held it in 16 quarters since.
  • Avior Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $644K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.