HHM Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-8,000	Closed	-$177K	–	665
2022 Q2	$177K	Hold	8,000	–	–	0.05%	136
2022 Q1	$189K	Buy	8,000 +2,000	+33%	+$49.5K	0.04%	149
2021 Q4	$156K	Buy	6,000 +2,000	+50%	+$51.3K	0.04%	166
2021 Q3	$102K	Buy	+4,000	New	+$105K	0.03%	204

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

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

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

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

HHM Wealth Advisors's BTT Position: Q3 2022 in Review

HHM Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2022, closing a stake of 8,000 shares — an estimated $177K sold.

HHM Wealth Advisors first reported a position in BTT in Q3 2021 and held it in 4 quarters. The position peaked at $189K in Q1 2022. 107 funds tracked by Wall St. Rank hold BTT as of Q3 2022.

HHM Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 8,000 BlackRock Municipal 2030 Target Term Trust shares in Q3 2022, an estimated $177K.
HHM Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2021 and held it in 4 quarters.
HHM Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $189K in Q1 2022.
107 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.