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Lindbrook Capital’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Lindbrook Capital’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
2024
Q2 		– Sell
-2,000
Closed -$42.1K – 2768
2024
Q1 		$42.1K Buy
2,000
+1,000
+100% +$21.1K ﹤0.01% 840
2023
Q4 		$20.8K Buy
+1,000
New +$20.1K ﹤0.01% 1155

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lindbrook Capital's BTT Position: Q2 2024 in Review

Lindbrook Capital sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2024, closing a stake of 2,000 shares — an estimated $42.1K sold.

Lindbrook Capital first reported a position in BTT in Q4 2023 and held it in 2 quarters. The position peaked at $42.1K in Q1 2024. 126 funds tracked by Wall St. Rank hold BTT as of Q2 2024.

  • Lindbrook Capital reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 2,000 BlackRock Municipal 2030 Target Term Trust shares in Q2 2024, an estimated $42.1K.
  • Lindbrook Capital first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2023 and held it in 2 quarters.
  • Lindbrook Capital's BlackRock Municipal 2030 Target Term Trust position peaked at $42.1K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.