Kovitz Investment Group Partners
BTT icon

Kovitz Investment Group Partners’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-265,961
Closed -$5.97M – 566
2025
Q3 		$5.97M Sell
265,961
-14,328
-5% -$319K 0.02% 432
2025
Q2 		$6.14M Buy
280,289
+104
+0% +$2.21K 0.03% 410
2025
Q1 		$5.95M Buy
280,185
+17,360
+7% +$367K 0.03% 373
2024
Q4 		$5.41M Buy
262,825
+175,022
+199% +$3.71M 0.03% 383
2024
Q3 		$1.9M Buy
+87,803
New +$1.87M 0.01% 497

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AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's BTT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2025, closing a stake of 265,961 shares — an estimated $5.97M sold.

Kovitz Investment Group Partners first reported a position in BTT in Q3 2024 and held it in 5 quarters. The position peaked at $6.14M in Q2 2025. 141 funds tracked by Wall St. Rank hold BTT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 265,961 BlackRock Municipal 2030 Target Term Trust shares in Q4 2025, an estimated $5.97M.
  • Kovitz Investment Group Partners first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's BlackRock Municipal 2030 Target Term Trust position peaked at $6.14M in Q2 2025.
  • 141 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.