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

Icon 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
2026 Q2	$383K	Hold	16,825	–	–	0.02%	309
2026 Q1	$384K	Hold	16,825	–	–	0.03%	289
2025 Q4	$384K	Hold	16,825	–	–	0.03%	282
2025 Q3	$378K	Hold	16,825	–	–	0.03%	291
2025 Q2	$368K	Hold	16,825	–	–	0.03%	288
2025 Q1	$357K	Hold	16,825	–	–	0.03%	267
2024 Q4	$346K	Hold	16,825	–	–	0.03%	276
2024 Q3	$364K	Hold	16,825	–	–	0.03%	258
2024 Q2	$355K	Hold	16,825	–	–	0.03%	257
2024 Q1	$354K	Hold	16,825	–	–	0.03%	251
2023 Q4	$350K	Buy	+16,825	New	+$338K	0.04%	242
2022 Q4	$358K	Hold	16,825	–	–	0.04%	223
2022 Q3	$345K	Buy	+16,825	New	+$377K	0.04%	222

Other funds holding BTT

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Icon Wealth Advisors's BTT Position: Q2 2026 in Review

Icon Wealth Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 16,825 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #309.

Icon Wealth Advisors first reported a position in BTT in Q3 2022 and has held it in 13 quarters since. The position peaked at $384K in Q1 2026. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Icon Wealth Advisors held 16,825 shares of BlackRock Municipal 2030 Target Term Trust worth $383K as of Q2 2026.
Icon Wealth Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #309 holding.
Icon Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $384K in Q1 2026.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.