Encompass Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Encompass Wealth Advisors’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	$555K	Hold	24,400	–	–	0.17%	55
2026 Q1	$554K	Hold	24,400	–	–	0.19%	52
2025 Q4	$557K	Hold	24,400	–	–	0.19%	55
2025 Q3	$548K	Hold	24,400	–	–	0.19%	61
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	+$612K	0.36%	54

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

Encompass Wealth Advisors's BTT Position: Q2 2026 in Review

Encompass Wealth Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 24,400 shares worth $555K. The position accounts for 0.17% of the portfolio, ranked #55.

Encompass Wealth Advisors first reported a position in BTT in Q4 2020 and has held it in 23 quarters since. The position peaked at $640K in Q2 2021. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Encompass Wealth Advisors held 24,400 shares of BlackRock Municipal 2030 Target Term Trust worth $555K as of Q2 2026.
Encompass Wealth Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.17% of Encompass Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Encompass Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2020 and has held it in 23 quarters since.
Encompass Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $640K in Q2 2021.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.