CLA (CliftonLarsonAllen) Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Hold |
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2025
Q2 | $238K | Hold |
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2025
Q1 | $230K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $948K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $566K | Sell |
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|
2022
Q1 | $708K | Hold |
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|
2021
Q4 | $777K | Hold |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $712K | Hold |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $828K | Sell |
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|
2020
Q3 | $950K | Hold |
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|
2020
Q2 | $904K | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $335K | Buy |
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