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CLA (CliftonLarsonAllen) Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2025
Q4 		– Sell
-10,857
Closed -$244K – 211
2025
Q3 		$244K Hold
10,857
– – ﹤0.01% 197
2025
Q2 		$238K Hold
10,857
– – ﹤0.01% 199
2025
Q1 		$230K Hold
10,857
– – ﹤0.01% 193
2024
Q4 		$224K Hold
10,857
– – ﹤0.01% 190
2024
Q3 		$235K Hold
10,857
– – 0.01% 183
2024
Q2 		$226K Sell
10,857
-37,700
-78% -$777K ﹤0.01% 180
2024
Q1 		$1.02M Buy
48,557
+6,669
+16% +$140K 0.02% 131
2023
Q4 		$871K Sell
41,888
-13,980
-25% -$281K 0.02% 146
2023
Q3 		$1.08M Sell
55,868
-6,373
-10% -$130K 0.03% 124
2023
Q2 		$1.29M Buy
62,241
+18,590
+43% +$392K 0.04% 118
2023
Q1 		$948K Buy
43,651
+18,076
+71% +$392K 0.03% 135
2022
Q4 		$544K Buy
+25,575
New +$538K 0.02% 163
2022
Q3 		– Sell
-25,575
Closed -$566K – 93
2022
Q2 		$566K Sell
25,575
-4,406
-15% -$99.7K 0.02% 158
2022
Q1 		$708K Hold
29,981
– – 0.03% 160
2021
Q4 		$777K Hold
29,981
– – 0.03% 136
2021
Q3 		$765K Buy
29,981
+2,838
+10% +$74.4K 0.03% 169
2021
Q2 		$712K Hold
27,143
– – 0.03% 185
2021
Q1 		$690K Sell
27,143
-5,083
-16% -$130K 0.03% 138
2020
Q4 		$828K Sell
32,226
-5,807
-15% -$146K 0.04% 127
2020
Q3 		$950K Hold
38,033
– – 0.05% 114
2020
Q2 		$904K Buy
+38,033
New +$876K 0.06% 116
2019
Q4 		$1.03M Buy
42,458
+28,298
+200% +$677K 0.08% 105
2019
Q3 		$335K Buy
+14,160
New +$334K 0.03% 131

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BTT Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2025, closing a stake of 10,857 shares — an estimated $244K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BTT in Q3 2019 and held it in 23 quarters. The position peaked at $1.29M in Q2 2023. 141 funds tracked by Wall St. Rank hold BTT as of Q4 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,857 BlackRock Municipal 2030 Target Term Trust shares in Q4 2025, an estimated $244K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2019 and held it in 23 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $1.29M in Q2 2023.
  • 141 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.