GYL Financial Synergies’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

GYL Financial Synergies’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	-7,990	Closed	-$207K	–	207
2021 Q4	$207K	Hold	7,990	–	–	0.06%	201
2021 Q3	$204K	Hold	7,990	–	–	0.1%	185
2021 Q2	$210K	Hold	7,990	–	–	0.11%	176
2021 Q1	$203K	Buy	+7,990	New	+$204K	0.11%	173

Other funds holding BTT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

GYL Financial Synergies's BTT Position: Q1 2022 in Review

GYL Financial Synergies sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2022, closing a stake of 7,990 shares — an estimated $207K sold.

GYL Financial Synergies first reported a position in BTT in Q1 2021 and held it in 4 quarters. The position peaked at $210K in Q2 2021. 110 funds tracked by Wall St. Rank hold BTT as of Q1 2022.

GYL Financial Synergies reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2022 after selling out during the quarter.
GYL Financial Synergies sold 7,990 BlackRock Municipal 2030 Target Term Trust shares in Q1 2022, an estimated $207K.
GYL Financial Synergies first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2021 and held it in 4 quarters.
GYL Financial Synergies's BlackRock Municipal 2030 Target Term Trust position peaked at $210K in Q2 2021.
110 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2022.

Based on GYL Financial Synergies's 13F filing for Q1 2022, filed 5 May 2022.