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

Mercer Global 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
2020 Q3	–	Sell	-9,210	Closed	-$219K	–	1244
2020 Q2	$219K	Sell	9,210 -3,456	-27%	-$79.6K	﹤0.01%	969
2020 Q1	$287K	Sell	12,666 -3,120	-20%	-$74.5K	0.01%	821
2019 Q4	$382K	Buy	15,786 +170	+1%	+$4.07K	0.01%	827
2019 Q3	$369K	Sell	15,616 -2,426	-13%	-$57.3K	0.01%	816
2019 Q2	$419K	Buy	+18,042	New	+$409K	0.01%	750

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

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

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

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

BCA

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

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

Mercer Global Advisors's BTT Position: Q3 2020 in Review

Mercer Global Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2020, closing a stake of 9,210 shares — an estimated $219K sold.

Mercer Global Advisors first reported a position in BTT in Q2 2019 and held it in 5 quarters. The position peaked at $419K in Q2 2019. 104 funds tracked by Wall St. Rank hold BTT as of Q3 2020.

Mercer Global Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2020 after selling out during the quarter.
Mercer Global Advisors sold 9,210 BlackRock Municipal 2030 Target Term Trust shares in Q3 2020, an estimated $219K.
Mercer Global Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2019 and held it in 5 quarters.
Mercer Global Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $419K in Q2 2019.
104 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2020.

Based on Mercer Global Advisors's 13F filing for Q3 2020, filed 10 Dec 2020.