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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
88,900
+6,900
+8% +$151K 0.04% 270
2025
Q1
$1.74M Buy
82,000
+11,100
+16% +$236K 0.04% 279
2024
Q4
$1.46M Buy
70,900
+16,400
+30% +$338K 0.03% 308
2024
Q3
$1.18M Hold
54,500
0.03% 339
2024
Q2
$1.13M Hold
54,500
0.03% 342
2024
Q1
$1.15M Hold
54,500
0.03% 348
2023
Q4
$1.13M Buy
54,500
+12,500
+30% +$260K 0.04% 295
2023
Q3
$815K Buy
42,000
+29,000
+223% +$563K 0.04% 320
2023
Q2
$270K Sell
13,000
-2,800
-18% -$58.2K 0.01% 504
2023
Q1
$343K Buy
+15,800
New +$343K 0.02% 433
2019
Q3
Sell
-23,800
Closed -$552K 308
2019
Q2
$552K Sell
23,800
-7,700
-24% -$179K 0.11% 168
2019
Q1
$700K Hold
31,500
0.14% 149
2018
Q4
$655K Buy
+31,500
New +$655K 0.15% 133