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

Edge 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	$296K	Hold	13,000	–	–	0.05%	66
2026 Q1	$295K	Hold	13,000	–	–	0.05%	66
2025 Q4	$297K	Hold	13,000	–	–	0.05%	66
2025 Q3	$292K	Hold	13,000	–	–	0.05%	72
2025 Q2	$285K	Hold	13,000	–	–	0.06%	64
2025 Q1	$276K	Hold	13,000	–	–	0.06%	61
2024 Q4	$268K	Hold	13,000	–	–	0.05%	62
2024 Q3	$281K	Hold	13,000	–	–	0.06%	62
2024 Q2	$270K	Hold	13,000	–	–	0.06%	62
2024 Q1	$274K	Hold	13,000	–	–	0.06%	63
2023 Q4	$270K	Buy	+13,000	New	+$261K	0.06%	61
2020 Q3	–	Sell	-13,546	Closed	-$322K	–	462
2020 Q2	$322K	Sell	13,546 -9,400	-41%	-$217K	0.06%	116
2020 Q1	$521K	Sell	22,946 -880	-4%	-$21K	0.11%	92
2019 Q4	$579K	Hold	23,826	–	–	0.12%	94
2019 Q3	$563K	Hold	23,826	–	–	0.13%	87
2019 Q2	$553K	Sell	23,826 -215	-0.9%	-$4.88K	0.12%	90
2019 Q1	$535K	Hold	24,041	–	–	0.13%	93
2018 Q4	$493K	Buy	+24,041	New	+$485K	0.14%	86
2018 Q2	–	Sell	-1,650	Closed	-$35K	–	594
2018 Q1	$35K	Hold	1,650	–	–	0.01%	258
2017 Q4	$36K	Sell	1,650 -2,880	-64%	-$64.7K	0.01%	253
2017 Q3	$103K	Buy	4,530 +1,293	+40%	+$29.7K	0.03%	168
2017 Q2	$75K	Hold	3,237	–	–	0.02%	190
2017 Q1	$73K	Buy	+3,237	New	+$72.8K	0.03%	182
2015 Q1	–	Sell	-11,243	Closed	-$226K	–	461
2014 Q4	$226K	Buy	11,243 +3,443	+44%	+$69.1K	0.08%	97
2014 Q3	$155K	Buy	+7,800	New	+$154K	0.06%	106

Other funds holding BTT

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

HWAM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AHIA

Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Edge Wealth Management held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 13,000 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #66.

Edge Wealth Management first reported a position in BTT in Q3 2014 and has held it in 25 quarters since. The position peaked at $579K in Q4 2019. 22 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Edge Wealth Management held 13,000 shares of BlackRock Municipal 2030 Target Term Trust worth $296K as of Q2 2026.
Edge Wealth Management left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.05% of Edge Wealth Management's portfolio in Q2 2026, its #66 holding.
Edge Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2014 and has held it in 25 quarters since.
Edge Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $579K in Q4 2019.
22 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.