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Lee, Danner & Bass’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-300
Closed -$6.18K – 283
2024
Q4 		$6.18K Buy
+300
New +$6.35K ﹤0.01% 576

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lee, Danner & Bass's BTT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2025, closing a stake of 300 shares — an estimated $6.18K sold.

Lee, Danner & Bass first reported a position in BTT in Q4 2024 and held it in 1 quarter. The position peaked at $6.18K in Q4 2024. 130 funds tracked by Wall St. Rank hold BTT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 300 BlackRock Municipal 2030 Target Term Trust shares in Q1 2025, an estimated $6.18K.
  • Lee, Danner & Bass first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's BlackRock Municipal 2030 Target Term Trust position peaked at $6.18K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.