IAA
BTT icon

Independent Advisor Alliance’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Independent Advisor Alliance’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 		– Sell
-31,901
Closed -$724K – 1106
2026
Q1 		$724K Buy
+31,901
New +$726K 0.01% 980
2025
Q1 		– Sell
-29,901
Closed -$616K – 870
2024
Q4 		$616K Buy
+29,901
New +$633K 0.01% 886

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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AC
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's BTT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2026, closing a stake of 31,901 shares — an estimated $724K sold.

Independent Advisor Alliance first reported a position in BTT in Q4 2024 and held it in 2 quarters. The position peaked at $724K in Q1 2026. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Independent Advisor Alliance reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 31,901 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $724K.
  • Independent Advisor Alliance first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's BlackRock Municipal 2030 Target Term Trust position peaked at $724K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.