Lido Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Lido Advisors’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 Q2	–	Sell	-31,427	Closed	-$683K	–	1229
2023 Q1	$683K	Buy	31,427 +1	+0%	+$22	0.01%	577
2022 Q4	$669K	Hold	31,426	–	–	0.01%	501
2022 Q3	$644K	Buy	+31,426	New	+$705K	0.01%	481

Other funds holding BTT

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lido Advisors's BTT Position: Q2 2023 in Review

Lido Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2023, closing a stake of 31,427 shares — an estimated $683K sold.

Lido Advisors first reported a position in BTT in Q3 2022 and held it in 3 quarters. The position peaked at $683K in Q1 2023. 118 funds tracked by Wall St. Rank hold BTT as of Q2 2023.

Lido Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2023 after selling out during the quarter.
Lido Advisors sold 31,427 BlackRock Municipal 2030 Target Term Trust shares in Q2 2023, an estimated $683K.
Lido Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2022 and held it in 3 quarters.
Lido Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $683K in Q1 2023.
118 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.