Edge 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 | $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 | +$270K | 0.06% | 61 |
|
|
2020
Q3 | – | Sell |
-13,546
| Closed | -$322K | – | 457 |
|
|
2020
Q2 | $322K | Sell |
13,546
-9,400
| -41% | -$223K | 0.06% | 116 |
|
|
2020
Q1 | $521K | Sell |
22,946
-880
| -4% | -$20K | 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% | -$4.99K | 0.12% | 90 |
|
|
2019
Q1 | $535K | Hold |
24,041
| – | – | 0.13% | 93 |
|
|
2018
Q4 | $493K | Buy |
+24,041
| New | +$493K | 0.14% | 86 |
|
|
2018
Q2 | – | Sell |
-1,650
| Closed | -$35K | – | 587 |
|
|
2018
Q1 | $35K | Hold |
1,650
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $36K | Sell |
1,650
-2,880
| -64% | -$62.8K | 0.01% | 252 |
|
|
2017
Q3 | $103K | Buy |
4,530
+1,293
| +40% | +$29.4K | 0.03% | 168 |
|
|
2017
Q2 | $75K | Hold |
3,237
| – | – | 0.02% | 189 |
|
|
2017
Q1 | $73K | Buy |
+3,237
| New | +$73K | 0.03% | 181 |
|
|
2015
Q1 | – | Sell |
-11,243
| Closed | -$226K | – | 461 |
|
|
2014
Q4 | $226K | Buy |
11,243
+3,443
| +44% | +$69.2K | 0.08% | 97 |
|
|
2014
Q3 | $155K | Buy |
+7,800
| New | +$155K | 0.06% | 106 |
|