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HM Payson & Co’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

HM Payson & Co’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
2024
Q4 		– Sell
-1,300
Closed -$28.1K – 1046
2024
Q3 		$28.1K Hold
1,300
– – ﹤0.01% 720
2024
Q2 		$27K Buy
+1,300
New +$26.8K ﹤0.01% 708

Other funds holding BTT

KIM
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

HM Payson & Co's BTT Position: Q4 2024 in Review

HM Payson & Co sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2024, closing a stake of 1,300 shares — an estimated $28.1K sold.

HM Payson & Co first reported a position in BTT in Q2 2024 and held it in 2 quarters. The position peaked at $28.1K in Q3 2024. 138 funds tracked by Wall St. Rank hold BTT as of Q4 2024.

  • HM Payson & Co reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 1,300 BlackRock Municipal 2030 Target Term Trust shares in Q4 2024, an estimated $28.1K.
  • HM Payson & Co first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2024 and held it in 2 quarters.
  • HM Payson & Co's BlackRock Municipal 2030 Target Term Trust position peaked at $28.1K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.