BWM
BTA

Bernard Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Bernard Wealth Management’s Portfolio BTA Stock Details BTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,100
Closed -$56.6K – 362
2025
Q4 		$56.6K Hold
6,100
– – 0.02% 124
2025
Q3 		$58.4K Buy
6,100
+2,800
+85% +$25.7K 0.02% 122
2025
Q2 		$30.3K Buy
+3,300
New +$30.1K 0.01% 150

Bernard Wealth Management's BTA Position: Q1 2026 in Review

Bernard Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2026, closing a stake of 6,100 shares — an estimated $56.6K sold.

Bernard Wealth Management first reported a position in BTA in Q2 2025 and held it in 3 quarters. The position peaked at $58.4K in Q3 2025. 0 funds tracked by Wall St. Rank hold BTA as of Q1 2026.

  • Bernard Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 6,100 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2026, an estimated $56.6K.
  • Bernard Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2025 and held it in 3 quarters.
  • Bernard Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $58.4K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.