BHPW
Beverly Hills Private Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
164,879
-8,302
| -5% | -$182K | 0.68% | 37 |
|
|
2025
Q1 | $3.68M | Buy |
173,181
+25,928
| +18% | +$550K | 0.73% | 34 |
|
|
2024
Q4 | $3.03M | Buy |
147,253
+9,590
| +7% | +$197K | 0.61% | 42 |
|
|
2024
Q3 | $2.98M | Buy |
137,663
+30,744
| +29% | +$665K | 0.6% | 36 |
|
|
2024
Q2 | $2.22M | Buy |
106,919
+45,662
| +75% | +$948K | 0.48% | 53 |
|
|
2024
Q1 | $1.29M | Buy |
61,257
+25,452
| +71% | +$536K | 0.3% | 89 |
|
|
2023
Q4 | $745K | Buy |
+35,805
| New | +$745K | 0.19% | 112 |
|