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