Focus Partners Wealth
BTT icon

Focus Partners Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Focus Partners 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 		$4.87M Sell
214,188
-26,309
-11% -$599K 0.01% 971
2026
Q1 		$5.46M Sell
240,497
-11,742
-5% -$267K 0.01% 908
2025
Q4 		$5.76M Buy
+252,239
New +$5.68M 0.01% 892

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

Focus Partners Wealth's BTT Position: Q2 2026 in Review

Focus Partners Wealth reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 11% in Q2 2026, selling an estimated $599K and leaving 214,188 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #971.

Focus Partners Wealth first reported a position in BTT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.76M in Q4 2025. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Focus Partners Wealth held 214,188 shares of BlackRock Municipal 2030 Target Term Trust worth $4.87M as of Q2 2026.
  • Focus Partners Wealth sold 26,309 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $599K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #971 holding.
  • Focus Partners Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $5.76M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

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