MFG
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Merit Financial Group’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Merit Financial Group’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 		$10M Sell
441,028
-1,560
-0.4% -$35.5K 0.06% 258
2026
Q1 		$10M Sell
442,588
-18,486
-4% -$421K 0.07% 223
2025
Q4 		$10.5M Sell
461,074
-9,956
-2% -$224K 0.08% 196
2025
Q3 		$10.6M Sell
471,030
-10
-0% -$222 0.1% 170
2025
Q2 		$10.3M Sell
471,040
-4,094
-0.9% -$87K 0.12% 142
2025
Q1 		$10.1M Sell
475,134
-1,900
-0.4% -$40.2K 0.15% 114
2024
Q4 		$9.82M Sell
477,034
-3,749
-0.8% -$79.4K 0.18% 111
2024
Q3 		$10.4M Sell
480,783
-7,178
-1% -$152K 0.23% 74
2024
Q2 		$10.1M Sell
487,961
-3,141
-0.6% -$64.7K 0.22% 76
2024
Q1 		$10.1M Sell
491,102
-31,366
-6% -$661K 0.24% 73
2023
Q4 		$10.9M Sell
522,468
-9,487
-2% -$191K 0.33% 44
2023
Q3 		$10.3M Buy
531,955
+202,632
+62% +$4.15M 0.34% 44
2023
Q2 		$6.84M Buy
329,323
+199,824
+154% +$4.21M 0.22% 71
2023
Q1 		$2.81M Buy
129,499
+40,329
+45% +$874K 0.1% 153
2022
Q4 		$1.9M Buy
+89,170
New +$1.88M 0.07% 205
2022
Q3 		– Sell
-59,382
Closed -$1.31M – 585
2022
Q2 		$1.31M Buy
+59,382
New +$1.34M 0.04% 219

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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AC
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merit Financial Group's BTT Position: Q2 2026 in Review

Merit Financial Group reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 0.35% in Q2 2026, selling an estimated $35.5K and leaving 441,028 shares worth $10M. The position accounts for 0.06% of the portfolio, ranked #258.

Merit Financial Group first reported a position in BTT in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q4 2023. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Merit Financial Group held 441,028 shares of BlackRock Municipal 2030 Target Term Trust worth $10M as of Q2 2026.
  • Merit Financial Group sold 1,560 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $35.5K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #258 holding.
  • Merit Financial Group first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2022 and has held it in 16 quarters since.
  • Merit Financial Group's BlackRock Municipal 2030 Target Term Trust position peaked at $10.9M in Q4 2023.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.