Beverly Hills Private Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Beverly Hills Private Wealth’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	$5.76M	Buy	253,307 +25,241	+11%	+$575K	1.1%	24
2026 Q1	$5.18M	Buy	228,066 +53,374	+31%	+$1.21M	0.86%	31
2025 Q4	$3.99M	Buy	174,692 +13,750	+9%	+$310K	0.68%	38
2025 Q3	$3.61M	Sell	160,942 -3,937	-2%	-$87.6K	0.64%	40
2025 Q2	$3.61M	Sell	164,879 -8,302	-5%	-$177K	0.68%	37
2025 Q1	$3.68M	Buy	173,181 +25,928	+18%	+$548K	0.73%	34
2024 Q4	$3.03M	Buy	147,253 +9,590	+7%	+$203K	0.61%	42
2024 Q3	$2.98M	Buy	137,663 +30,744	+29%	+$653K	0.6%	36
2024 Q2	$2.22M	Buy	106,919 +45,662	+75%	+$941K	0.48%	53
2024 Q1	$1.29M	Buy	61,257 +25,452	+71%	+$536K	0.3%	89
2023 Q4	$745K	Buy	+35,805	New	+$719K	0.19%	112

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's BTT Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 11% in Q2 2026, buying an estimated $575K and bringing the position to 253,307 shares worth $5.76M. The position accounts for 1.1% of the portfolio, ranked #24.

Beverly Hills Private Wealth first reported a position in BTT in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Beverly Hills Private Wealth held 253,307 shares of BlackRock Municipal 2030 Target Term Trust worth $5.76M as of Q2 2026.
Beverly Hills Private Wealth bought 25,241 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $575K.
BlackRock Municipal 2030 Target Term Trust made up 1.1% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #24 holding.
Beverly Hills Private Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2023 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.