Laidlaw Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Laidlaw Wealth Management’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
2023 Q3	–	Sell	-11,520	Closed	-$239K	–	278
2023 Q2	$239K	Hold	11,520	–	–	0.05%	300
2023 Q1	$250K	Hold	11,520	–	–	0.05%	289
2022 Q4	$245K	Hold	11,520	–	–	0.05%	297
2022 Q3	$236K	Sell	11,520 -67,425	-85%	-$1.51M	0.06%	272
2022 Q2	$1.75M	Hold	78,945	–	–	0.36%	82
2022 Q1	$1.86M	Buy	78,945 +400	+0.5%	+$9.89K	0.31%	88
2021 Q4	$2.04M	Buy	78,545 +7,655	+11%	+$196K	0.33%	81
2021 Q3	$1.81M	Buy	70,890 +8,190	+13%	+$215K	0.46%	64
2021 Q2	$1.65M	Buy	62,700 +33,590	+115%	+$868K	0.42%	66
2021 Q1	$740K	Hold	29,110	–	–	0.25%	98
2020 Q4	$748K	Buy	+29,110	New	+$730K	0.16%	150

Other funds holding BTT

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Laidlaw Wealth Management's BTT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2023, closing a stake of 11,520 shares — an estimated $239K sold.

Laidlaw Wealth Management first reported a position in BTT in Q4 2020 and held it in 11 quarters. The position peaked at $2.04M in Q4 2021. 113 funds tracked by Wall St. Rank hold BTT as of Q3 2023.

Laidlaw Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 11,520 BlackRock Municipal 2030 Target Term Trust shares in Q3 2023, an estimated $239K.
Laidlaw Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $2.04M in Q4 2021.
113 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.