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

Integrated Wealth Concepts’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 		$646K Sell
28,405
-5
-0% -$114 ﹤0.01% 1500
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

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

Integrated Wealth Concepts's BTT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 0.02% in Q2 2026, selling an estimated $114 and leaving 28,405 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Integrated Wealth Concepts first reported a position in BTT in Q3 2021 and has held it in 20 quarters since. The position peaked at $943K in Q4 2023. 141 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Integrated Wealth Concepts held 28,405 shares of BlackRock Municipal 2030 Target Term Trust worth $646K as of Q2 2026.
  • Integrated Wealth Concepts sold 5 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $114.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1500 holding.
  • Integrated Wealth Concepts first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's BlackRock Municipal 2030 Target Term Trust position peaked at $943K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.