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

Kestra Private Wealth 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
Q1 		– Sell
-19,253
Closed -$439K – 1786
2025
Q4 		$439K Buy
19,253
+140
+0.7% +$3.15K 0.01% 1236
2025
Q3 		$429K Buy
19,113
+106
+0.6% +$2.36K 0.01% 1177
2025
Q2 		$416K Buy
19,007
+110
+0.6% +$2.34K 0.01% 1119
2025
Q1 		$401K Buy
18,897
+72
+0.4% +$1.52K 0.01% 1067
2024
Q4 		$388K Buy
18,825
+146
+0.8% +$3.09K 0.01% 1039
2024
Q3 		$404K Buy
+18,679
New +$397K 0.01% 966
2023
Q2 		– Sell
-10,133
Closed -$220K – 1094
2023
Q1 		$220K Sell
10,133
-541
-5% -$11.7K 0.01% 893
2022
Q4 		$227K Sell
10,674
-2,491
-19% -$52.4K 0.01% 762
2022
Q3 		$270K Buy
13,165
+7
+0.1% +$157 0.02% 686
2022
Q2 		$291K Sell
13,158
-666
-5% -$15.1K 0.02% 665
2022
Q1 		$327K Buy
13,824
+104
+0.8% +$2.57K 0.02% 711
2021
Q4 		$356K Sell
13,720
-102
-0.7% -$2.62K 0.02% 704
2021
Q3 		$353K Buy
13,822
+71
+0.5% +$1.86K 0.02% 644
2021
Q2 		$361K Buy
13,751
+6
+0% +$155 0.02% 610
2021
Q1 		$349K Buy
13,745
+3,200
+30% +$81.6K 0.02% 558
2020
Q4 		$267K Buy
10,545
+2,250
+27% +$56.4K 0.02% 588
2020
Q3 		$207K Buy
+8,295
New +$205K 0.02% 593

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Private Wealth Services's BTT Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2026, closing a stake of 19,253 shares — an estimated $439K sold.

Kestra Private Wealth Services first reported a position in BTT in Q3 2020 and held it in 17 quarters. The position peaked at $439K in Q4 2025. 144 funds tracked by Wall St. Rank hold BTT as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 19,253 BlackRock Municipal 2030 Target Term Trust shares in Q1 2026, an estimated $439K.
  • Kestra Private Wealth Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2020 and held it in 17 quarters.
  • Kestra Private Wealth Services's BlackRock Municipal 2030 Target Term Trust position peaked at $439K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.