HBK Sorce Advisory’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-34,620
Closed -$334K 667
2025
Q4
$334K Hold
34,620
0.01% 453
2025
Q3
$330K Buy
34,620
+5,500
+19% +$50.4K 0.01% 451
2025
Q2
$267K Buy
29,120
+295
+1% +$2.69K 0.01% 489
2025
Q1
$279K Hold
28,825
0.01% 471
2024
Q4
$281K Buy
28,825
+2,450
+9% +$25.5K 0.01% 469
2024
Q3
$283K Hold
26,375
0.01% 467
2024
Q2
$267K Buy
26,375
+1,980
+8% +$19.8K 0.01% 468
2024
Q1
$244K Buy
24,395
+2,445
+11% +$25K 0.01% 510
2023
Q4
$225K Buy
+21,950
New +$207K 0.01% 495

HBK Sorce Advisory's BTA Position: Q1 2026 in Review

HBK Sorce Advisory sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2026, closing a stake of 34,620 shares — an estimated $334K sold.

HBK Sorce Advisory first reported a position in BTA in Q4 2023 and held it in 9 quarters. The position peaked at $334K in Q4 2025. 0 funds tracked by Wall St. Rank hold BTA as of Q1 2026.

  • HBK Sorce Advisory reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 34,620 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2026, an estimated $334K.
  • HBK Sorce Advisory first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2023 and held it in 9 quarters.
  • HBK Sorce Advisory's BlackRock Long-Term Municipal Advantage Trust position peaked at $334K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.