Encompass Wealth Advisors’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 | $534K | Hold |
24,400
| – | – | 0.2% | 60 |
|
|
2025
Q1 | $518K | Hold |
24,400
| – | – | 0.21% | 58 |
|
|
2024
Q4 | $502K | Hold |
24,400
| – | – | 0.2% | 60 |
|
|
2024
Q3 | $528K | Hold |
24,400
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $507K | Hold |
24,400
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $514K | Hold |
24,400
| – | – | 0.14% | 140 |
|
|
2023
Q4 | $508K | Hold |
24,400
| – | – | 0.15% | 124 |
|
|
2023
Q3 | $474K | Hold |
24,400
| – | – | 0.16% | 119 |
|
|
2023
Q2 | $507K | Hold |
24,400
| – | – | 0.16% | 110 |
|
|
2023
Q1 | $530K | Hold |
24,400
| – | – | 0.18% | 102 |
|
|
2022
Q4 | $519K | Hold |
24,400
| – | – | 0.19% | 97 |
|
|
2022
Q3 | $501K | Hold |
24,400
| – | – | 0.19% | 99 |
|
|
2022
Q2 | $540K | Hold |
24,400
| – | – | 0.19% | 96 |
|
|
2022
Q1 | $577K | Hold |
24,400
| – | – | 0.15% | 116 |
|
|
2021
Q4 | $633K | Hold |
24,400
| – | – | 0.15% | 109 |
|
|
2021
Q3 | $622K | Hold |
24,400
| – | – | 0.16% | 108 |
|
|
2021
Q2 | $640K | Hold |
24,400
| – | – | 0.16% | 114 |
|
|
2021
Q1 | $633K | Hold |
24,400
| – | – | 0.16% | 112 |
|
|
2020
Q4 | $627K | Buy |
+24,400
| New | +$627K | 0.36% | 54 |
|