Melfa Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Melfa Wealth Management’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
2026 Q2	$261K	Buy	11,462 +8	+0.1%	+$182	0.14%	144
2026 Q1	$260K	Sell	11,454 -53	-0.5%	-$1.21K	0.15%	143
2025 Q4	$263K	Buy	11,507 +10	+0.1%	+$225	0.15%	144
2025 Q3	$258K	Buy	11,497 +8	+0.1%	+$178	0.15%	148
2025 Q2	$252K	Sell	11,489 -101	-0.9%	-$2.15K	0.16%	145
2025 Q1	$246K	Buy	11,590 +6	+0.1%	+$127	0.17%	144
2024 Q4	$239K	Buy	11,584 +10	+0.1%	+$212	0.16%	147
2024 Q3	$250K	Buy	11,574 +8	+0.1%	+$170	0.17%	143
2024 Q2	$240K	Buy	11,566 +10	+0.1%	+$206	0.17%	136
2024 Q1	$243K	Buy	11,556 +10	+0.1%	+$211	0.18%	132
2023 Q4	$240K	Buy	+11,546	New	+$232K	0.23%	97
2023 Q3	–	Sell	-9,734	Closed	-$202K	–	139
2023 Q2	$202K	Buy	9,734 +500	+5%	+$10.5K	0.21%	107
2023 Q1	$201K	Buy	+9,234	New	+$200K	0.2%	109

Other funds holding BTT

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Melfa Wealth Management's BTT Position: Q2 2026 in Review

Melfa Wealth Management increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 0.07% in Q2 2026, buying an estimated $182 and bringing the position to 11,462 shares worth $261K. The position accounts for 0.14% of the portfolio, ranked #144.

Melfa Wealth Management first reported a position in BTT in Q1 2023 and has held it in 13 quarters since. The position peaked at $263K in Q4 2025. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Melfa Wealth Management held 11,462 shares of BlackRock Municipal 2030 Target Term Trust worth $261K as of Q2 2026.
Melfa Wealth Management bought 8 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $182.
BlackRock Municipal 2030 Target Term Trust made up 0.14% of Melfa Wealth Management's portfolio in Q2 2026, its #144 holding.
Melfa Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2023 and has held it in 13 quarters since.
Melfa Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $263K in Q4 2025.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.