Indie Asset Partners’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Indie Asset Partners’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 Q2	–	Sell	-42,550	Closed	-$1.08M	–	129
2021 Q1	$1.08M	Sell	42,550 -13,000	-23%	-$332K	1.23%	16
2020 Q4	$1.43M	Sell	55,550 -44,000	-44%	-$1.1M	1.66%	12
2020 Q3	$2.49M	Sell	99,550 -5,950	-6%	-$147K	3.12%	7
2020 Q2	$2.65M	Buy	105,500 +15,500	+17%	+$357K	3.32%	6
2020 Q1	$2.04M	Buy	90,000 +66,757	+287%	+$1.59M	2.55%	9
2019 Q4	$562K	Buy	+23,243	New	+$556K	0.6%	39

Other funds holding BTT

MSL

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

NCM

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

Indie Asset Partners's BTT Position: Q2 2021 in Review

Indie Asset Partners sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2021, closing a stake of 42,550 shares — an estimated $1.08M sold.

Indie Asset Partners first reported a position in BTT in Q4 2019 and held it in 6 quarters. The position peaked at $2.65M in Q2 2020. 110 funds tracked by Wall St. Rank hold BTT as of Q2 2021.

Indie Asset Partners reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2021 after selling out during the quarter.
Indie Asset Partners sold 42,550 BlackRock Municipal 2030 Target Term Trust shares in Q2 2021, an estimated $1.08M.
Indie Asset Partners first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2019 and held it in 6 quarters.
Indie Asset Partners's BlackRock Municipal 2030 Target Term Trust position peaked at $2.65M in Q2 2020.
110 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2021.

Based on Indie Asset Partners's 13F filing for Q2 2021, filed 11 Aug 2021.