Jones Financial Companies
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Jones Financial Companies’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-656
Closed -$13.9K – 4044
2025
Q1 		$13.9K Buy
+656
New +$13.9K ﹤0.01% 2568
2013
Q4 		– Sell
-211
Closed -$4K – 265
2013
Q3 		$4K Buy
+211
New +$3.84K ﹤0.01% 597

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AC
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Allspring Global Investments
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RCM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's BTT Position: Q2 2025 in Review

Jones Financial Companies sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2025, closing a stake of 656 shares — an estimated $13.9K sold.

Jones Financial Companies first reported a position in BTT in Q3 2013 and held it in 2 quarters. The position peaked at $13.9K in Q1 2025. 129 funds tracked by Wall St. Rank hold BTT as of Q2 2025.

  • Jones Financial Companies reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 656 BlackRock Municipal 2030 Target Term Trust shares in Q2 2025, an estimated $13.9K.
  • Jones Financial Companies first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2013 and held it in 2 quarters.
  • Jones Financial Companies's BlackRock Municipal 2030 Target Term Trust position peaked at $13.9K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.