CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

CAPTRUST Financial Advisors’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
2024
Q1 		– Sell
-13,281
Closed -$276K – 2224
2023
Q4 		$276K Hold
13,281
– – ﹤0.01% 2169
2023
Q3 		$258K Hold
13,281
– – ﹤0.01% 2103
2023
Q2 		$276K Hold
13,281
– – ﹤0.01% 2037
2023
Q1 		$288K Hold
13,281
– – ﹤0.01% 1778
2022
Q4 		$283K Hold
13,281
– – ﹤0.01% 1709
2022
Q3 		$273K Buy
+13,281
New +$298K ﹤0.01% 1606

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MSL
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Bank of America
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Allspring Global Investments
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UBS Group
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CAPTRUST Financial Advisors's BTT Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2024, closing a stake of 13,281 shares — an estimated $276K sold.

CAPTRUST Financial Advisors first reported a position in BTT in Q3 2022 and held it in 6 quarters. The position peaked at $288K in Q1 2023. 121 funds tracked by Wall St. Rank hold BTT as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 13,281 BlackRock Municipal 2030 Target Term Trust shares in Q1 2024, an estimated $276K.
  • CAPTRUST Financial Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2022 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $288K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.