Heritage Wealth Management (Arizona)’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	–	Sell	-155	Closed	-$3K	–	1083
2022 Q3	$3K	Hold	155	–	–	﹤0.01%	810
2022 Q2	$3.43K	Buy	+155	New	+$3.51K	﹤0.01%	820

Other funds holding BTT

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

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

MSL

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.36B AUM 27.85% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BTT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2022, closing a stake of 155 shares — an estimated $3K sold.

Heritage Wealth Management (Arizona) first reported a position in BTT in Q2 2022 and held it in 2 quarters. The position peaked at $3.43K in Q2 2022. 120 funds tracked by Wall St. Rank hold BTT as of Q4 2022.

Heritage Wealth Management (Arizona) reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 155 BlackRock Municipal 2030 Target Term Trust shares in Q4 2022, an estimated $3K.
Heritage Wealth Management (Arizona) first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2022 and held it in 2 quarters.
Heritage Wealth Management (Arizona)'s BlackRock Municipal 2030 Target Term Trust position peaked at $3.43K in Q2 2022.
120 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.