Evolve Private Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Evolve Private Wealth’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	$721K	Sell	31,643 -2,501	-7%	-$57K	0.04%	384
2026 Q1	$775K	Buy	34,144 +135	+0.4%	+$3.07K	0.04%	405
2025 Q4	$776K	Buy	+34,009	New	+$766K	0.05%	376

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

Evolve Private Wealth's BTT Position: Q2 2026 in Review

Evolve Private Wealth reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 7.3% in Q2 2026, selling an estimated $57K and leaving 31,643 shares worth $721K. The position accounts for 0.04% of the portfolio, ranked #384.

Evolve Private Wealth first reported a position in BTT in Q4 2025 and has held it in 3 quarters since. The position peaked at $776K in Q4 2025. 141 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Evolve Private Wealth held 31,643 shares of BlackRock Municipal 2030 Target Term Trust worth $721K as of Q2 2026.
Evolve Private Wealth sold 2,501 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $57K.
BlackRock Municipal 2030 Target Term Trust made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #384 holding.
Evolve Private Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $776K in Q4 2025.
141 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

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