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Equitable Holdings’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Equitable Holdings’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
2023
Q3 		– Sell
-9,805
Closed -$204K – 1075
2023
Q2 		$204K Sell
9,805
-659
-6% -$13.9K ﹤0.01% 982
2023
Q1 		$227K Sell
10,464
-481
-4% -$10.4K ﹤0.01% 884
2022
Q4 		$233K Buy
+10,945
New +$230K ﹤0.01% 806

Other funds holding BTT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Equitable Holdings's BTT Position: Q3 2023 in Review

Equitable Holdings sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2023, closing a stake of 9,805 shares — an estimated $204K sold.

Equitable Holdings first reported a position in BTT in Q4 2022 and held it in 3 quarters. The position peaked at $233K in Q4 2022. 113 funds tracked by Wall St. Rank hold BTT as of Q3 2023.

  • Equitable Holdings reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2023 after selling out during the quarter.
  • Equitable Holdings sold 9,805 BlackRock Municipal 2030 Target Term Trust shares in Q3 2023, an estimated $204K.
  • Equitable Holdings first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2022 and held it in 3 quarters.
  • Equitable Holdings's BlackRock Municipal 2030 Target Term Trust position peaked at $233K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2023.

Based on Equitable Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.