Clearview Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Clearview 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
2021 Q4	–	Sell	-910	Closed	-$23K	–	697
2021 Q3	$23K	Hold	910	–	–	0.01%	314
2021 Q2	$24K	Hold	910	–	–	0.01%	320
2021 Q1	$23K	Hold	910	–	–	0.01%	314
2020 Q4	$23K	Buy	+910	New	+$22.8K	0.02%	287

Other funds holding BTT

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clearview Wealth Advisors's BTT Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2021, closing a stake of 910 shares — an estimated $23K sold.

Clearview Wealth Advisors first reported a position in BTT in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q2 2021. 114 funds tracked by Wall St. Rank hold BTT as of Q4 2021.

Clearview Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2021 after selling out during the quarter.
Clearview Wealth Advisors sold 910 BlackRock Municipal 2030 Target Term Trust shares in Q4 2021, an estimated $23K.
Clearview Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2020 and held it in 4 quarters.
Clearview Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $24K in Q2 2021.
114 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.