Kestra Advisory Services’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Kestra Advisory Services’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 Q3	$590K	Buy	27,031 +100	+0.4%	+$2.25K	﹤0.01%	2354
2026 Q2	$613K	Buy	26,931 +653	+2%	+$14.9K	﹤0.01%	2183
2026 Q1	$597K	Sell	26,278 -10,147	-28%	-$231K	﹤0.01%	2086
2025 Q4	$831K	Buy	36,425 +7,533	+26%	+$170K	﹤0.01%	1786
2025 Q3	$649K	Buy	28,892 +18,917	+190%	+$421K	﹤0.01%	1884
2025 Q2	$218K	Hold	9,975	–	–	﹤0.01%	2601
2025 Q1	$212K	Sell	9,975 -151	-1%	-$3.19K	﹤0.01%	2432
2024 Q4	$208K	Sell	10,126 -5,753	-36%	-$122K	﹤0.01%	2463
2024 Q3	$343K	Hold	15,879	–	–	﹤0.01%	2015
2024 Q2	$330K	Buy	15,879 +817	+5%	+$16.8K	﹤0.01%	2058
2024 Q1	$317K	Buy	15,062 +505	+3%	+$10.6K	﹤0.01%	1962
2023 Q4	$303K	Buy	14,557 +1,011	+7%	+$20.3K	﹤0.01%	1841
2023 Q3	$263K	Buy	13,546 +13	+0.1%	+$266	﹤0.01%	1755
2023 Q2	$281K	Buy	+13,533	New	+$285K	﹤0.01%	1667
2022 Q4	–	Sell	-14,930	Closed	-$306K	–	2265
2022 Q3	$306K	Buy	14,930 +610	+4%	+$13.7K	﹤0.01%	1584
2022 Q2	$317K	Sell	14,320 -12,718	-47%	-$288K	﹤0.01%	1584
2022 Q1	$639K	Sell	27,038 -17,118	-39%	-$423K	0.01%	1147
2021 Q4	$1.14M	Buy	44,156 +400	+0.9%	+$10.3K	0.01%	924
2021 Q3	$1.12M	Buy	43,756 +1,430	+3%	+$37.5K	0.01%	960
2021 Q2	$1.11M	Buy	42,326 +46	+0.1%	+$1.19K	0.01%	891
2021 Q1	$1.07M	Sell	42,280 -18,932	-31%	-$483K	0.01%	832
2020 Q4	$1.55M	Buy	61,212 +24,149	+65%	+$605K	0.02%	685
2020 Q3	$926K	Buy	+37,063	New	+$914K	0.02%	644

Other funds holding BTT

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Narwhal Capital Management Marietta, Georgia $1.49B AUM 20.87% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Kestra Advisory Services's BTT Position: Q3 2026 in Review

Kestra Advisory Services increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 0.37% in Q3 2026, buying an estimated $2.25K and bringing the position to 27,031 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Kestra Advisory Services first reported a position in BTT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q4 2020. 72 funds tracked by Wall St. Rank hold BTT as of Q3 2026.

Kestra Advisory Services held 27,031 shares of BlackRock Municipal 2030 Target Term Trust worth $590K as of Q3 2026.
Kestra Advisory Services bought 100 BlackRock Municipal 2030 Target Term Trust shares in Q3 2026, an estimated $2.25K.
BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2354 holding.
Kestra Advisory Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's BlackRock Municipal 2030 Target Term Trust position peaked at $1.55M in Q4 2020.
72 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.