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Cresset Asset Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-16,744
Closed -$363K – 1821
2024
Q3 		$363K Hold
16,744
– – ﹤0.01% 1710
2024
Q2 		$349K Hold
16,744
– – ﹤0.01% 1635
2024
Q1 		$353K Hold
16,744
– – ﹤0.01% 1494
2023
Q4 		$348K Hold
16,744
– – ﹤0.01% 1417
2023
Q3 		$326K Sell
16,744
-56
-0.3% -$1.15K ﹤0.01% 1402
2023
Q2 		$350K Buy
+16,800
New +$354K ﹤0.01% 1452

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Cresset Asset Management's BTT Position: Q4 2024 in Review

Cresset Asset Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2024, closing a stake of 16,744 shares — an estimated $363K sold.

Cresset Asset Management first reported a position in BTT in Q2 2023 and held it in 6 quarters. The position peaked at $363K in Q3 2024. 138 funds tracked by Wall St. Rank hold BTT as of Q4 2024.

  • Cresset Asset Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 16,744 BlackRock Municipal 2030 Target Term Trust shares in Q4 2024, an estimated $363K.
  • Cresset Asset Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2023 and held it in 6 quarters.
  • Cresset Asset Management's BlackRock Municipal 2030 Target Term Trust position peaked at $363K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.