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

IBEX 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
2021 Q4	–	Sell	-1,592	Closed	-$41K	–	220
2021 Q3	$41K	Buy	+1,592	New	+$41.7K	0.01%	282
2019 Q3	–	Sell	-2,692	Closed	-$62K	–	117
2019 Q2	$62K	Buy	+2,692	New	+$61.1K	0.02%	196
2017 Q4	–	Sell	-2,623	Closed	-$59K	–	92
2017 Q3	$59K	Buy	+2,623	New	+$60.2K	0.02%	137
2017 Q1	–	Sell	-2,053	Closed	-$46K	–	113
2016 Q4	$46K	Buy	+2,053	New	+$46.2K	0.02%	176

Other funds holding BTT

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

MSL

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

WCM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IBEX Wealth Advisors's BTT Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2021, closing a stake of 1,592 shares — an estimated $41K sold.

IBEX Wealth Advisors first reported a position in BTT in Q4 2016 and held it in 4 quarters. The position peaked at $62K in Q2 2019. 114 funds tracked by Wall St. Rank hold BTT as of Q4 2021.

IBEX Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1,592 BlackRock Municipal 2030 Target Term Trust shares in Q4 2021, an estimated $41K.
IBEX Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $62K in Q2 2019.
114 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.