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Evolution Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Evolution Wealth Management’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 		$2.27K Hold
100
– – ﹤0.01% 809
2026
Q1 		$2.27K Hold
100
– – ﹤0.01% 721
2025
Q4 		$2.28K Buy
+100
New +$2.25K ﹤0.01% 628

Other funds holding BTT

KIM
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MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AC
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Management's BTT Position: Q2 2026 in Review

Evolution Wealth Management held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 100 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Evolution Wealth Management first reported a position in BTT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28K in Q4 2025. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Evolution Wealth Management held 100 shares of BlackRock Municipal 2030 Target Term Trust worth $2.27K as of Q2 2026.
  • Evolution Wealth Management 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 Evolution Wealth Management's portfolio in Q2 2026, its #809 holding.
  • Evolution Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $2.28K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

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