Level Four Advisory Services’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Level Four Advisory Services’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
2020 Q1	–	Sell	-8,442	Closed	-$2.04M	–	495
2019 Q4	$2.04M	Hold	8,442	–	–	0.08%	214
2019 Q3	$200K	Buy	+8,442	New	+$199K	0.02%	482

Other funds holding BTT

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

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

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

Level Four Advisory Services's BTT Position: Q1 2020 in Review

Level Four Advisory Services sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2020, closing a stake of 8,442 shares — an estimated $2.04M sold.

Level Four Advisory Services first reported a position in BTT in Q3 2019 and held it in 2 quarters. The position peaked at $2.04M in Q4 2019. 106 funds tracked by Wall St. Rank hold BTT as of Q1 2020.

Level Four Advisory Services reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 8,442 BlackRock Municipal 2030 Target Term Trust shares in Q1 2020, an estimated $2.04M.
Level Four Advisory Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2019 and held it in 2 quarters.
Level Four Advisory Services's BlackRock Municipal 2030 Target Term Trust position peaked at $2.04M in Q4 2019.
106 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.