Jones Financial Companies
BTA

Jones Financial Companies’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Jones Financial Companies’s Portfolio BTA Stock Details BTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-90
Closed -$812 – 4243
2025
Q2 		$812 Buy
+90
New +$822 ﹤0.01% 3706

Other funds holding BTA

GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jones Financial Companies's BTA Position: Q3 2025 in Review

Jones Financial Companies sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q3 2025, closing a stake of 90 shares — an estimated $812 sold.

Jones Financial Companies first reported a position in BTA in Q2 2025 and held it in 1 quarter. The position peaked at $812 in Q2 2025. 46 funds tracked by Wall St. Rank hold BTA as of Q3 2025.

  • Jones Financial Companies reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 90 BlackRock Long-Term Municipal Advantage Trust shares in Q3 2025, an estimated $812.
  • Jones Financial Companies first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's BlackRock Long-Term Municipal Advantage Trust position peaked at $812 in Q2 2025.
  • 46 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.