Harbor Investment Advisory’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Harbor Investment Advisory’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	$233K	Hold	10,226	–	–	0.02%	390
2026 Q1	$232K	Hold	10,226	–	–	0.02%	371
2025 Q4	$233K	Sell	10,226 -1,250	-11%	-$28.1K	0.02%	382
2025 Q3	$258K	Hold	11,476	–	–	0.02%	354
2025 Q2	$251K	Hold	11,476	–	–	0.02%	343
2025 Q1	$244K	Hold	11,476	–	–	0.02%	341
2024 Q4	$236K	Hold	11,476	–	–	0.02%	331
2024 Q3	$248K	Hold	11,476	–	–	0.02%	320
2024 Q2	$238K	Buy	11,476 +863	+8%	+$17.8K	0.02%	314
2024 Q1	$224K	Hold	10,613	–	–	0.02%	327
2023 Q4	$221K	Hold	10,613	–	–	0.03%	311
2023 Q3	$206K	Hold	10,613	–	–	0.03%	305
2023 Q2	$221K	Hold	10,613	–	–	0.03%	331
2023 Q1	$231K	Hold	10,613	–	–	0.03%	321
2022 Q4	$226K	Hold	10,613	–	–	0.04%	319
2022 Q3	$218K	Hold	10,613	–	–	0.04%	318
2022 Q2	$235K	Hold	10,613	–	–	0.04%	308
2022 Q1	$251K	Hold	10,613	–	–	0.03%	328
2021 Q4	$275K	Hold	10,613	–	–	0.03%	311
2021 Q3	$271K	Hold	10,613	–	–	0.04%	307
2021 Q2	$278K	Hold	10,613	–	–	0.04%	305
2021 Q1	$270K	Hold	10,613	–	–	0.04%	288
2020 Q4	$273K	Hold	10,613	–	–	0.04%	255
2020 Q3	$265K	Hold	10,613	–	–	0.05%	234
2020 Q2	$252K	Hold	10,613	–	–	0.05%	232
2020 Q1	$241K	Hold	10,613	–	–	0.06%	205
2019 Q4	$257K	Buy	+10,613	New	+$254K	0.06%	222

Other funds holding BTT

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Investment Advisory's BTT Position: Q2 2026 in Review

Harbor Investment Advisory held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 10,226 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #390.

Harbor Investment Advisory first reported a position in BTT in Q4 2019 and has held it in 27 quarters since. The position peaked at $278K in Q2 2021. 38 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Harbor Investment Advisory held 10,226 shares of BlackRock Municipal 2030 Target Term Trust worth $233K as of Q2 2026.
Harbor Investment Advisory left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #390 holding.
Harbor Investment Advisory first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's BlackRock Municipal 2030 Target Term Trust position peaked at $278K in Q2 2021.
38 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.