Creative Planning
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Creative Planning’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Creative Planning’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
Q1 		$223K Buy
9,820
+691
+8% +$15.7K ﹤0.01% 3656
2025
Q4 		$208K Hold
9,129
– – ﹤0.01% 3511
2025
Q3 		$205K Buy
+9,129
New +$203K ﹤0.01% 3464
2024
Q3 		– Sell
-14,249
Closed -$296K – 3209
2024
Q2 		$296K Sell
14,249
-900
-6% -$18.5K ﹤0.01% 2361
2024
Q1 		$319K Buy
15,149
+365
+2% +$7.69K ﹤0.01% 2196
2023
Q4 		$308K Buy
14,784
+110
+0.7% +$2.21K ﹤0.01% 2072
2023
Q3 		$285K Hold
14,674
– – ﹤0.01% 1981
2023
Q2 		$305K Hold
14,674
– – ﹤0.01% 1906
2023
Q1 		$319K Hold
14,674
– – ﹤0.01% 1770
2022
Q4 		$312K Hold
14,674
– – ﹤0.01% 1700
2022
Q3 		$301K Sell
14,674
-1,575
-10% -$35.3K ﹤0.01% 1644
2022
Q2 		$360K Hold
16,249
– – ﹤0.01% 1491
2022
Q1 		$384K Hold
16,249
– – ﹤0.01% 1480
2021
Q4 		$421K Hold
16,249
– – ﹤0.01% 1407
2021
Q3 		$415K Buy
16,249
+2,000
+14% +$52.4K ﹤0.01% 1395
2021
Q2 		$374K Hold
14,249
– – ﹤0.01% 1438
2021
Q1 		$362K Hold
14,249
– – ﹤0.01% 1664
2020
Q4 		$366K Hold
14,249
– – ﹤0.01% 1497
2020
Q3 		$356K Sell
14,249
-3,500
-20% -$86.3K ﹤0.01% 1316
2020
Q2 		$422K Sell
17,749
-1,250
-7% -$28.8K ﹤0.01% 1119
2020
Q1 		$431K Sell
18,999
-113
-0.6% -$2.7K ﹤0.01% 1027
2019
Q4 		$462K Buy
19,112
+113
+0.6% +$2.7K ﹤0.01% 1157
2019
Q3 		$450K Buy
18,999
+3,371
+22% +$79.6K ﹤0.01% 1127
2019
Q2 		$363K Buy
15,628
+1,099
+8% +$24.9K ﹤0.01% 1256
2019
Q1 		$323K Sell
14,529
-1,500
-9% -$32.7K ﹤0.01% 1291
2018
Q4 		$329K Hold
16,029
– – ﹤0.01% 1179
2018
Q3 		$332K Hold
16,029
– – ﹤0.01% 1335
2018
Q2 		$346K Sell
16,029
-1,000
-6% -$21.4K ﹤0.01% 1278
2018
Q1 		$363K Sell
17,029
-400
-2% -$8.64K ﹤0.01% 1249
2017
Q4 		$389K Buy
17,429
+400
+2% +$8.99K ﹤0.01% 1217
2017
Q3 		$386K Sell
17,029
-550
-3% -$12.6K ﹤0.01% 1175
2017
Q2 		$407K Buy
17,579
+10,229
+139% +$236K ﹤0.01% 1122
2017
Q1 		$166K Sell
7,350
-1,660
-18% -$37.3K ﹤0.01% 1604
2016
Q4 		$197K Buy
9,010
+2,660
+42% +$59.9K ﹤0.01% 1418
2016
Q3 		$154K Buy
6,350
+1,600
+34% +$38.5K ﹤0.01% 1562
2016
Q2 		$115K Buy
4,750
+1,250
+36% +$29.4K ﹤0.01% 1577
2016
Q1 		$80K Buy
+3,500
New +$77.8K ﹤0.01% 1765
2014
Q3 		– Sell
-1,400
Closed -$28K – 3995
2014
Q2 		$28K Buy
1,400
+400
+40% +$7.97K ﹤0.01% 2270
2014
Q1 		$19K Buy
+1,000
New +$18.7K ﹤0.01% 2401

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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BTT Position: Q1 2026 in Review

Creative Planning increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 7.6% in Q1 2026, buying an estimated $15.7K and bringing the position to 9,820 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Creative Planning first reported a position in BTT in Q1 2014 and has held it in 39 quarters since. The position peaked at $462K in Q4 2019. 144 funds tracked by Wall St. Rank hold BTT as of Q1 2026.

  • Creative Planning held 9,820 shares of BlackRock Municipal 2030 Target Term Trust worth $223K as of Q1 2026.
  • Creative Planning bought 691 BlackRock Municipal 2030 Target Term Trust shares in Q1 2026, an estimated $15.7K.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3656 holding.
  • Creative Planning first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2014 and has held it in 39 quarters since.
  • Creative Planning's BlackRock Municipal 2030 Target Term Trust position peaked at $462K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.