B. Riley Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

B. Riley 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	$753K	Sell	33,287 -13,508	-29%	-$308K	0.04%	370
2026 Q1	$1.05M	Sell	46,795 -5,726	-11%	-$130K	0.07%	281
2025 Q4	$1.2M	Buy	52,521 +2,729	+5%	+$61.5K	0.06%	313
2025 Q3	$1.12M	Buy	49,792 +3,331	+7%	+$74.1K	0.05%	321
2025 Q2	$1.02M	Buy	+46,461	New	+$988K	0.05%	351
2015 Q1	–	Sell	-4,000	Closed	-$80	–	749
2014 Q4	$80	Buy	+4,000	New	+$80.3K	﹤0.01%	1839
2014 Q3	–	Sell	-4,000	Closed	-$81.2K	–	804
2014 Q2	$81.2K	Buy	+4,000	New	+$79.7K	0.02%	811

Other funds holding BTT

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

AHIA

Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

B. Riley Wealth Advisors's BTT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 29% in Q2 2026, selling an estimated $308K and leaving 33,287 shares worth $753K. The position accounts for 0.04% of the portfolio, ranked #370.

B. Riley Wealth Advisors first reported a position in BTT in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 25 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

B. Riley Wealth Advisors held 33,287 shares of BlackRock Municipal 2030 Target Term Trust worth $753K as of Q2 2026.
B. Riley Wealth Advisors sold 13,508 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $308K.
BlackRock Municipal 2030 Target Term Trust made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #370 holding.
B. Riley Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2014 and has held it in 7 quarters since.
B. Riley Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $1.2M in Q4 2025.
25 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.