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

Crewe 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
2024
Q3 		– Sell
-2,000
Closed -$41.5K – 756
2024
Q2 		$41.5K Hold
2,000
– – ﹤0.01% 402
2024
Q1 		$42.1K Hold
2,000
– – ﹤0.01% 384
2023
Q4 		$41.6K Buy
+2,000
New +$40.2K 0.01% 134

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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Crewe Advisors's BTT Position: Q3 2024 in Review

Crewe Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2024, closing a stake of 2,000 shares — an estimated $41.5K sold.

Crewe Advisors first reported a position in BTT in Q4 2023 and held it in 3 quarters. The position peaked at $42.1K in Q1 2024. 125 funds tracked by Wall St. Rank hold BTT as of Q3 2024.

  • Crewe Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 2,000 BlackRock Municipal 2030 Target Term Trust shares in Q3 2024, an estimated $41.5K.
  • Crewe Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2023 and held it in 3 quarters.
  • Crewe Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $42.1K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.