EP 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 | $992K | Hold |
45,304
| – | – | 0.01% | 569 |
|
|
2025
Q1 | $962K | Hold |
45,304
| – | – | 0.01% | 515 |
|
|
2024
Q4 | $933K | Hold |
45,304
| – | – | 0.01% | 522 |
|
|
2024
Q3 | $979K | Hold |
45,304
| – | – | 0.01% | 500 |
|
|
2024
Q2 | $941K | Hold |
45,304
| – | – | 0.01% | 401 |
|
|
2024
Q1 | $954K | Hold |
45,304
| – | – | 0.01% | 386 |
|
|
2023
Q4 | $942K | Hold |
45,304
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $879K | Buy |
+45,304
| New | +$879K | 0.01% | 358 |
|
|
2020
Q2 | – | Sell |
-25,400
| Closed | -$576K | – | 371 |
|
|
2020
Q1 | $576K | Sell |
25,400
-1,000
| -4% | -$22.7K | 0.03% | 236 |
|
|
2019
Q4 | $639K | Buy |
26,400
+16,400
| +164% | +$397K | 0.03% | 242 |
|
|
2019
Q3 | $237K | Hold |
10,000
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $232K | Buy |
+10,000
| New | +$232K | 0.01% | 272 |
|