JWM
BTT icon

JGP Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

JGP Wealth Management’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
2024
Q1 		– Sell
-13,023
Closed -$271K – 166
2023
Q4 		$271K Buy
+13,023
New +$262K 0.04% 147

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

JGP Wealth Management's BTT Position: Q1 2024 in Review

JGP Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2024, closing a stake of 13,023 shares — an estimated $271K sold.

JGP Wealth Management first reported a position in BTT in Q4 2023 and held it in 1 quarter. The position peaked at $271K in Q4 2023. 121 funds tracked by Wall St. Rank hold BTT as of Q1 2024.

  • JGP Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2024 after selling out during the quarter.
  • JGP Wealth Management sold 13,023 BlackRock Municipal 2030 Target Term Trust shares in Q1 2024, an estimated $271K.
  • JGP Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2023 and held it in 1 quarter.
  • JGP Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $271K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2024.

Based on JGP Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.