Laurel Wealth Planning’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-1,600	Closed	-$34.1K	–	84
2022 Q4	$34.1K	Hold	1,600	–	–	0.02%	113
2022 Q3	$33K	Hold	1,600	–	–	0.02%	110
2022 Q2	$35K	Hold	1,600	–	–	0.02%	118
2022 Q1	$38K	Sell	1,600 -1,600	-50%	-$39.6K	0.03%	130
2021 Q4	$82K	Buy	3,200 +1,600	+100%	+$41K	0.06%	80
2021 Q3	$41K	Hold	1,600	–	–	0.03%	92
2021 Q2	$42K	Hold	1,600	–	–	0.04%	69
2021 Q1	$41K	Hold	1,600	–	–	0.04%	67
2020 Q4	$41K	Buy	+1,600	New	+$40.1K	0.04%	62

Other funds holding BTT

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

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

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

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

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Laurel Wealth Planning's BTT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2023, closing a stake of 1,600 shares — an estimated $34.1K sold.

Laurel Wealth Planning first reported a position in BTT in Q4 2020 and held it in 9 quarters. The position peaked at $82K in Q4 2021. 115 funds tracked by Wall St. Rank hold BTT as of Q1 2023.

Laurel Wealth Planning reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 1,600 BlackRock Municipal 2030 Target Term Trust shares in Q1 2023, an estimated $34.1K.
Laurel Wealth Planning first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's BlackRock Municipal 2030 Target Term Trust position peaked at $82K in Q4 2021.
115 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.