Lee Financial’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Lee Financial’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
2021 Q1	–	Sell	-1,000	Closed	-$26K	–	487
2020 Q4	$26K	Hold	1,000	–	–	0.01%	260
2020 Q3	$25K	Hold	1,000	–	–	0.01%	289
2020 Q2	$24K	Hold	1,000	–	–	0.01%	261
2020 Q1	$23K	Hold	1,000	–	–	0.01%	216
2019 Q4	$24K	Hold	1,000	–	–	0.01%	243
2019 Q3	$24K	Hold	1,000	–	–	0.01%	239
2019 Q2	$23K	Hold	1,000	–	–	0.01%	250
2019 Q1	$22K	Buy	+1,000	New	+$21.8K	0.01%	246

Other funds holding BTT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lee Financial's BTT Position: Q1 2021 in Review

Lee Financial sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2021, closing a stake of 1,000 shares — an estimated $26K sold.

Lee Financial first reported a position in BTT in Q1 2019 and held it in 8 quarters. The position peaked at $26K in Q4 2020. 114 funds tracked by Wall St. Rank hold BTT as of Q1 2021.

Lee Financial reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2021 after selling out during the quarter.
Lee Financial sold 1,000 BlackRock Municipal 2030 Target Term Trust shares in Q1 2021, an estimated $26K.
Lee Financial first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2019 and held it in 8 quarters.
Lee Financial's BlackRock Municipal 2030 Target Term Trust position peaked at $26K in Q4 2020.
114 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.