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Benchmark Financial Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Benchmark Financial 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
2022
Q3 		– Sell
-9,090
Closed -$201K – 70
2022
Q2 		$201K Buy
+9,090
New +$206K 0.1% 68

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MSL
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Rockefeller Capital Management
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
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Benchmark Financial Wealth Advisors's BTT Position: Q3 2022 in Review

Benchmark Financial Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2022, closing a stake of 9,090 shares — an estimated $201K sold.

Benchmark Financial Wealth Advisors first reported a position in BTT in Q2 2022 and held it in 1 quarter. The position peaked at $201K in Q2 2022. 107 funds tracked by Wall St. Rank hold BTT as of Q3 2022.

  • Benchmark Financial Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2022 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 9,090 BlackRock Municipal 2030 Target Term Trust shares in Q3 2022, an estimated $201K.
  • Benchmark Financial Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2022 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $201K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.