Carson Wealth (CWM LLC)’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$461K	Buy	20,300 +500	+3%	+$11.4K	﹤0.01%	2076
2025 Q4	$452K	Buy	19,800 +300	+2%	+$6.76K	﹤0.01%	1987
2025 Q3	$438K	Hold	19,500	–	–	﹤0.01%	1879
2025 Q2	$427K	Hold	19,500	–	–	﹤0.01%	1662
2025 Q1	$414K	Sell	19,500 -9,088	-32%	-$192K	﹤0.01%	1531
2024 Q4	$589K	Buy	28,588 +116	+0.4%	+$2.46K	﹤0.01%	1315
2024 Q3	$616K	Sell	28,472 -1,948	-6%	-$41.4K	﹤0.01%	1240
2024 Q2	$632K	Sell	30,420 -447	-1%	-$9.21K	﹤0.01%	1100
2024 Q1	$650K	Buy	30,867 +52	+0.2%	+$1.09K	﹤0.01%	1028
2023 Q4	$641K	Buy	30,815 +58	+0.2%	+$1.17K	﹤0.01%	970
2023 Q3	$597K	Buy	30,757 +63	+0.2%	+$1.29K	﹤0.01%	928
2023 Q2	$638K	Sell	30,694 -3,500	-10%	-$73.7K	﹤0.01%	864
2023 Q1	$743K	Buy	34,194 +13,500	+65%	+$293K	0.01%	756
2022 Q4	$441K	Buy	20,694 +13,000	+169%	+$273K	﹤0.01%	851
2022 Q3	$158K	Hold	7,694	–	–	﹤0.01%	1142
2022 Q2	$170K	Hold	7,694	–	–	﹤0.01%	1103
2022 Q1	$182K	Hold	7,694	–	–	﹤0.01%	1072
2021 Q4	$200K	Buy	+7,694	New	+$197K	﹤0.01%	1020
2021 Q2	$202K	Hold	7,694	–	–	﹤0.01%	902
2021 Q1	$202K	Hold	7,694	–	–	﹤0.01%	902
2020 Q4	$202K	Hold	7,694	–	–	﹤0.01%	902
2020 Q3	$202K	Hold	7,694	–	–	﹤0.01%	902
2020 Q2	$202K	Hold	7,694	–	–	﹤0.01%	902
2020 Q1	$202K	Hold	7,694	–	–	﹤0.01%	902
2019 Q4	$202K	Hold	7,694	–	–	﹤0.01%	902
2019 Q3	$202K	Hold	7,694	–	–	﹤0.01%	902
2019 Q2	$202K	Hold	7,694	–	–	﹤0.01%	902
2019 Q1	$202K	Buy	+7,694	New	+$168K	﹤0.01%	902

Other funds holding BTT

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 2.5% in Q1 2026, buying an estimated $11.4K and bringing the position to 20,300 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Carson Wealth (CWM LLC) first reported a position in BTT in Q1 2019 and has held it in 28 quarters since. The position peaked at $743K in Q1 2023. 144 funds tracked by Wall St. Rank hold BTT as of Q1 2026.

Carson Wealth (CWM LLC) held 20,300 shares of BlackRock Municipal 2030 Target Term Trust worth $461K as of Q1 2026.
Carson Wealth (CWM LLC) bought 500 BlackRock Municipal 2030 Target Term Trust shares in Q1 2026, an estimated $11.4K.
BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2076 holding.
Carson Wealth (CWM LLC) first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s BlackRock Municipal 2030 Target Term Trust position peaked at $743K in Q1 2023.
144 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.