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

EP 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	$735K	Hold	32,304	–	–	﹤0.01%	864
2026 Q1	$733K	Sell	32,304 -11,328	-26%	-$258K	﹤0.01%	744
2025 Q4	$996K	Buy	+43,632	New	+$983K	0.01%	627
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	+$927K	0.01%	358
2020 Q2	–	Sell	-25,400	Closed	-$576K	–	371
2020 Q1	$576K	Sell	25,400 -1,000	-4%	-$23.9K	0.03%	236
2019 Q4	$639K	Buy	26,400 +16,400	+164%	+$392K	0.03%	242
2019 Q3	$237K	Hold	10,000	–	–	0.01%	315
2019 Q2	$232K	Buy	+10,000	New	+$227K	0.01%	272

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

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

EP Wealth Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 32,304 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

EP Wealth Advisors first reported a position in BTT in Q2 2019 and has held it in 15 quarters since. The position peaked at $996K in Q4 2025. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

EP Wealth Advisors held 32,304 shares of BlackRock Municipal 2030 Target Term Trust worth $735K as of Q2 2026.
EP Wealth Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #864 holding.
EP Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2019 and has held it in 15 quarters since.
EP Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $996K in Q4 2025.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.