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First Foundation Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

First Foundation 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
2022
Q1 		– Sell
-8,045
Closed -$209K – 428
2021
Q4 		$209K Sell
8,045
-68,654
-90% -$1.76M 0.01% 410
2021
Q3 		$1.96M Sell
76,699
-15,059
-16% -$395K 0.07% 133
2021
Q2 		$2.41M Sell
91,758
-16,006
-15% -$414K 0.09% 125
2021
Q1 		$2.74M Sell
107,764
-7,242
-6% -$185K 0.12% 107
2020
Q4 		$2.95M Sell
115,006
-10,021
-8% -$251K 0.13% 99
2020
Q3 		$3.12M Sell
125,027
-1,015
-0.8% -$25K 0.15% 86
2020
Q2 		$3M Sell
126,042
-569
-0.4% -$13.1K 0.15% 83
2020
Q1 		$2.87M Buy
126,611
+2,835
+2% +$67.7K 0.18% 78
2019
Q4 		$2.99M Buy
123,776
+12,033
+11% +$288K 0.15% 97
2019
Q3 		$2.64M Buy
111,743
+38,278
+52% +$904K 0.14% 94
2019
Q2 		$1.71M Buy
73,465
+4,266
+6% +$96.8K 0.1% 132
2019
Q1 		$1.54M Buy
69,199
+47,532
+219% +$1.04M 0.09% 141
2018
Q4 		$444K Sell
21,667
-90,702
-81% -$1.83M 0.03% 277
2018
Q3 		$2.33M Sell
112,369
-9,263
-8% -$197K 0.13% 102
2018
Q2 		$2.62M Sell
121,632
-12,548
-9% -$268K 0.15% 91
2018
Q1 		$2.86M Buy
134,180
+10,421
+8% +$225K 0.16% 87
2017
Q4 		$2.77M Buy
123,759
+30,502
+33% +$686K 0.15% 94
2017
Q3 		$2.11M Sell
93,257
-440
-0.5% -$10.1K 0.12% 100
2017
Q2 		$2.17M Buy
93,697
+848
+0.9% +$19.6K 0.13% 103
2017
Q1 		$2.1M Buy
92,849
+2,716
+3% +$61.1K 0.13% 100
2016
Q4 		$1.97M Buy
90,133
+8,393
+10% +$189K 0.13% 106
2016
Q3 		$1.98M Buy
81,740
+22,732
+39% +$547K 0.14% 97
2016
Q2 		$1.43M Buy
59,008
+10,399
+21% +$245K 0.1% 111
2016
Q1 		$1.11M Buy
48,609
+5,659
+13% +$126K 0.08% 119
2015
Q4 		$926K Buy
42,950
+20,432
+91% +$427K 0.06% 133
2015
Q3 		$459K Buy
22,518
+4,843
+27% +$99.3K 0.04% 157
2015
Q2 		$358K Buy
+17,675
New +$361K 0.03% 175

Other funds holding BTT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Foundation Advisors's BTT Position: Q1 2022 in Review

First Foundation Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2022, closing a stake of 8,045 shares — an estimated $209K sold.

First Foundation Advisors first reported a position in BTT in Q2 2015 and held it in 27 quarters. The position peaked at $3.12M in Q3 2020. 110 funds tracked by Wall St. Rank hold BTT as of Q1 2022.

  • First Foundation Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2022 after selling out during the quarter.
  • First Foundation Advisors sold 8,045 BlackRock Municipal 2030 Target Term Trust shares in Q1 2022, an estimated $209K.
  • First Foundation Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2015 and held it in 27 quarters.
  • First Foundation Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $3.12M in Q3 2020.
  • 110 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.