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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
Q2 		$280K Buy
+12,303
New +$280K ﹤0.01% 1529
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 $3.48B AUM 10.49% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Private Wealth Services's BTT Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2026: 12,303 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in BTT as recently as Q4 2025.

Kestra Private Wealth Services first reported a position in BTT in Q3 2020 and has held it in 18 quarters since. The position peaked at $439K in Q4 2025. 141 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Kestra Private Wealth Services held 12,303 shares of BlackRock Municipal 2030 Target Term Trust worth $280K as of Q2 2026.
  • BlackRock Municipal 2030 Target Term Trust was a new Kestra Private Wealth Services position in Q2 2026.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1529 holding.
  • Kestra Private Wealth Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2020 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's BlackRock Municipal 2030 Target Term Trust position peaked at $439K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.