Merit Financial Group
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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
Q3 		$9.32M Sell
426,596
-14,432
-3% -$324K 0.05% 312
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 		$9.8M 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 -$1.32M – 585
2022
Q2 		$1.32M Buy
+59,382
New +$1.34M 0.04% 219

Other funds holding BTT

Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Narwhal Capital Management
Narwhal Capital Management Marietta, Georgia $1.49B AUM 20.87% 1-Year Est. Return
Beverly Hills Private Wealth
Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Merit Financial Group's BTT Position: Q3 2026 in Review

Merit Financial Group reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 3.3% in Q3 2026, selling an estimated $324K and leaving 426,596 shares worth $9.32M. The position accounts for 0.05% of the portfolio, ranked #312.

Merit Financial Group first reported a position in BTT in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2023. 81 funds tracked by Wall St. Rank hold BTT as of Q3 2026.

  • Merit Financial Group held 426,596 shares of BlackRock Municipal 2030 Target Term Trust worth $9.32M as of Q3 2026.
  • Merit Financial Group sold 14,432 BlackRock Municipal 2030 Target Term Trust shares in Q3 2026, an estimated $324K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.05% of Merit Financial Group's portfolio in Q3 2026, its #312 holding.
  • Merit Financial Group first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's BlackRock Municipal 2030 Target Term Trust position peaked at $10.9M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.