Dakota Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Dakota Wealth 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
2026 Q2	$3.79M	Hold	166,660	–	–	0.07%	221
2026 Q1	$3.78M	Buy	166,660 +34,400	+26%	+$783K	0.08%	203
2025 Q4	$3.02M	Buy	132,260 +2,060	+2%	+$46.4K	0.05%	233
2025 Q3	$2.92M	Buy	130,200 +41,300	+46%	+$919K	0.06%	207
2025 Q2	$1.95M	Buy	88,900 +6,900	+8%	+$147K	0.04%	270
2025 Q1	$1.74M	Buy	82,000 +11,100	+16%	+$235K	0.04%	279
2024 Q4	$1.46M	Buy	70,900 +16,400	+30%	+$347K	0.03%	309
2024 Q3	$1.18M	Hold	54,500	–	–	0.03%	341
2024 Q2	$1.13M	Hold	54,500	–	–	0.03%	344
2024 Q1	$1.15M	Hold	54,500	–	–	0.03%	349
2023 Q4	$1.13M	Buy	54,500 +12,500	+30%	+$251K	0.04%	295
2023 Q3	$815K	Buy	42,000 +29,000	+223%	+$594K	0.04%	321
2023 Q2	$270K	Sell	13,000 -2,800	-18%	-$59K	0.01%	506
2023 Q1	$343K	Buy	+15,800	New	+$342K	0.02%	436
2019 Q3	–	Sell	-23,800	Closed	-$552K	–	311
2019 Q2	$552K	Sell	23,800 -7,700	-24%	-$175K	0.11%	168
2019 Q1	$700K	Hold	31,500	–	–	0.14%	149
2018 Q4	$655K	Buy	+31,500	New	+$636K	0.15%	133

Other funds holding BTT

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dakota Wealth Management's BTT Position: Q2 2026 in Review

Dakota Wealth Management held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 166,660 shares worth $3.79M. The position accounts for 0.07% of the portfolio, ranked #221.

Dakota Wealth Management first reported a position in BTT in Q4 2018 and has held it in 17 quarters since. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Dakota Wealth Management held 166,660 shares of BlackRock Municipal 2030 Target Term Trust worth $3.79M as of Q2 2026.
Dakota Wealth Management left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #221 holding.
Dakota Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2018 and has held it in 17 quarters since.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.