Integrated Wealth Concepts’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$645K	Buy	28,410 +73	+0.3%	+$1.66K	0.01%	1395
2025 Q4	$647K	Sell	28,337 -3,018	-10%	-$68K	0.01%	967
2025 Q3	$704K	Sell	31,355 -264	-0.8%	-$5.87K	0.01%	1164
2025 Q2	$692K	Sell	31,619 -389	-1%	-$8.27K	0.01%	1107
2025 Q1	$680K	Sell	32,008 -3,875	-11%	-$81.9K	0.01%	1009
2024 Q4	$739K	Sell	35,883 -3,085	-8%	-$65.3K	0.01%	956
2024 Q3	$842K	Buy	38,968 +3,508	+10%	+$74.5K	0.01%	873
2024 Q2	$737K	Sell	35,460 -7,943	-18%	-$164K	0.01%	888
2024 Q1	$914K	Sell	43,403 -1,925	-4%	-$40.5K	0.01%	789
2023 Q4	$943K	Sell	45,328 -1,621	-3%	-$32.6K	0.02%	748
2023 Q3	$911K	Buy	46,949 +27,026	+136%	+$553K	0.02%	733
2023 Q2	$414K	Buy	19,923 +22	+0.1%	+$464	0.01%	1075
2023 Q1	$432K	Buy	19,901 +15	+0.1%	+$325	0.01%	901
2022 Q4	$423K	Buy	19,886 +32	+0.2%	+$673	0.01%	707
2022 Q3	$407K	Buy	19,854 +22	+0.1%	+$494	0.01%	652
2022 Q2	$439K	Buy	19,832 +23	+0.1%	+$521	0.01%	647
2022 Q1	$468K	Buy	19,809 +1,213	+7%	+$30K	0.01%	587
2021 Q4	$482K	Buy	18,596 +26	+0.1%	+$667	0.01%	623
2021 Q3	$474K	Buy	+18,570	New	+$487K	0.02%	593