Cerity Partners
BTT icon

Cerity Partners’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Cerity Partners’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 		$643K Buy
28,273
+6,222
+28% +$142K ﹤0.01% 2281
2026
Q1 		$501K Sell
22,051
-121,399
-85% -$2.76M ﹤0.01% 2290
2025
Q4 		$3.27M Buy
143,450
+500
+0.3% +$11.3K ﹤0.01% 1128
2025
Q3 		$3.21M Hold
142,950
– – 0.01% 1077
2025
Q2 		$3.13M Sell
142,950
-500
-0.3% -$10.6K 0.01% 1021
2025
Q1 		$3.05M Sell
143,450
-97,836
-41% -$2.07M 0.01% 936
2024
Q4 		$4.97M Buy
241,286
+1,450
+0.6% +$30.7K 0.01% 714
2024
Q3 		$5.19M Hold
239,836
– – 0.01% 684
2024
Q2 		$4.98M Buy
239,836
+11,761
+5% +$242K 0.01% 611
2024
Q1 		$4.8M Hold
228,075
– – 0.01% 660
2023
Q4 		$4.74M Buy
228,075
+32,269
+16% +$648K 0.02% 550
2023
Q3 		$3.8M Buy
195,806
+53,856
+38% +$1.1M 0.02% 465
2023
Q2 		$2.95M Hold
141,950
– – 0.01% 627
2023
Q1 		$3.08M Hold
141,950
– – 0.01% 598
2022
Q4 		$3.02M Buy
+141,950
New +$2.99M 0.02% 459

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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's BTT Position: Q2 2026 in Review

Cerity Partners increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 28% in Q2 2026, buying an estimated $142K and bringing the position to 28,273 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Cerity Partners first reported a position in BTT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.19M in Q3 2024. 133 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Cerity Partners held 28,273 shares of BlackRock Municipal 2030 Target Term Trust worth $643K as of Q2 2026.
  • Cerity Partners bought 6,222 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $142K.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2281 holding.
  • Cerity Partners first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's BlackRock Municipal 2030 Target Term Trust position peaked at $5.19M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.