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Concurrent Investment Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Concurrent Investment 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
2026
Q2 		$371K Hold
16,300
– – ﹤0.01% 1570
2026
Q1 		$370K Sell
16,300
-800
-5% -$18.2K ﹤0.01% 1372
2025
Q4 		$390K Hold
17,100
– – ﹤0.01% 1257
2025
Q3 		$384K Buy
+17,100
New +$380K 0.01% 1039

Other funds holding BTT

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Concurrent Investment Advisors's BTT Position: Q2 2026 in Review

Concurrent Investment Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 16,300 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Concurrent Investment Advisors first reported a position in BTT in Q3 2025 and has held it in 4 quarters since. The position peaked at $390K in Q4 2025. 56 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Concurrent Investment Advisors held 16,300 shares of BlackRock Municipal 2030 Target Term Trust worth $371K as of Q2 2026.
  • Concurrent Investment Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1570 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $390K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.