Corient Private Wealth
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Corient Private Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-36,360
Closed -$749K – 2311
2024
Q4 		$749K Sell
36,360
-4,805
-12% -$102K ﹤0.01% 1437
2024
Q3 		$890K Buy
+41,165
New +$874K ﹤0.01% 1454

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Corient Private Wealth's BTT Position: Q1 2025 in Review

Corient Private Wealth sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2025, closing a stake of 36,360 shares — an estimated $749K sold.

Corient Private Wealth first reported a position in BTT in Q3 2024 and held it in 2 quarters. The position peaked at $890K in Q3 2024. 130 funds tracked by Wall St. Rank hold BTT as of Q1 2025.

  • Corient Private Wealth reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 36,360 BlackRock Municipal 2030 Target Term Trust shares in Q1 2025, an estimated $749K.
  • Corient Private Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2024 and held it in 2 quarters.
  • Corient Private Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $890K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.