CT
BSD

Caldwell Trust’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Caldwell Trust’s Portfolio BSD Stock Details BSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-340
Closed -$4.53K – 738
2020
Q3 		$4.53K Buy
+340
New +$4.66K ﹤0.01% 669

Other funds holding BSD

MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Caldwell Trust's BSD Position: Q4 2020 in Review

Caldwell Trust sold out of The BlackRock Strategic Municipal Trust (BSD) in Q4 2020, closing a stake of 340 shares — an estimated $4.53K sold.

Caldwell Trust first reported a position in BSD in Q3 2020 and held it in 1 quarter. The position peaked at $4.53K in Q3 2020. 23 funds tracked by Wall St. Rank hold BSD as of Q4 2020.

  • Caldwell Trust reported no remaining The BlackRock Strategic Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Caldwell Trust sold 340 The BlackRock Strategic Municipal Trust shares in Q4 2020, an estimated $4.53K.
  • Caldwell Trust first reported a position in The BlackRock Strategic Municipal Trust in Q3 2020 and held it in 1 quarter.
  • Caldwell Trust's The BlackRock Strategic Municipal Trust position peaked at $4.53K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.