Blue Bell Private Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Blue Bell Private Wealth Management’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	$331K	Hold	14,550	–	–	0.04%	235
2026 Q1	$330K	Hold	14,550	–	–	0.05%	218
2025 Q4	$332K	Sell	14,550 -500	-3%	-$11.3K	0.05%	203
2025 Q3	$338K	Sell	15,050 -550	-4%	-$12.2K	0.05%	191
2025 Q2	$341K	Buy	15,600 +1,900	+14%	+$40.4K	0.06%	174
2025 Q1	$291K	Buy	13,700 +200	+1%	+$4.23K	0.06%	181
2024 Q4	$278K	Buy	13,500 +13,400	+13,400%	+$284K	0.05%	181
2024 Q3	$2.16K	Buy	+100	New	+$2.12K	﹤0.01%	607

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

Blue Bell Private Wealth Management's BTT Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 14,550 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #235.

Blue Bell Private Wealth Management first reported a position in BTT in Q3 2024 and has held it in 8 quarters since. The position peaked at $341K in Q2 2025. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Blue Bell Private Wealth Management held 14,550 shares of BlackRock Municipal 2030 Target Term Trust worth $331K as of Q2 2026.
Blue Bell Private Wealth Management left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #235 holding.
Blue Bell Private Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2024 and has held it in 8 quarters since.
Blue Bell Private Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $341K in Q2 2025.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.