Cerity Partners’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
142,950
-500
| -0.3% | -$10.9K | 0.01% | 1020 |
|
|
2025
Q1 | $3.05M | Sell |
143,450
-97,836
| -41% | -$2.08M | 0.01% | 931 |
|
|
2024
Q4 | $4.97M | Buy |
241,286
+1,450
| +0.6% | +$29.9K | 0.01% | 714 |
|
|
2024
Q3 | $5.19M | Hold |
239,836
| – | – | 0.01% | 684 |
|
|
2024
Q2 | $4.98M | Buy |
239,836
+11,761
| +5% | +$244K | 0.01% | 609 |
|
|
2024
Q1 | $4.8M | Hold |
228,075
| – | – | 0.01% | 660 |
|
|
2023
Q4 | $4.74M | Buy |
228,075
+32,269
| +16% | +$671K | 0.02% | 545 |
|
|
2023
Q3 | $3.8M | Buy |
195,806
+53,856
| +38% | +$1.05M | 0.02% | 462 |
|
|
2023
Q2 | $2.95M | Hold |
141,950
| – | – | 0.01% | 626 |
|
|
2023
Q1 | $3.08M | Hold |
141,950
| – | – | 0.01% | 597 |
|
|
2022
Q4 | $3.02M | Buy |
+141,950
| New | +$3.02M | 0.02% | 458 |
|