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

Merriman 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
2019 Q1	–	Sell	-21,000	Closed	-$442K	–	207
2018 Q4	$442K	Buy	+21,000	New	+$424K	0.1%	97
2014 Q3	–	Sell	-60,111	Closed	-$1.18M	–	42
2014 Q2	$1.18M	Buy	+60,111	New	+$1.2M	1.19%	23

Other funds holding BTT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

BCA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Merriman Wealth Management's BTT Position: Q1 2019 in Review

Merriman Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2019, closing a stake of 21,000 shares — an estimated $442K sold.

Merriman Wealth Management first reported a position in BTT in Q2 2014 and held it in 2 quarters. The position peaked at $1.18M in Q2 2014. 95 funds tracked by Wall St. Rank hold BTT as of Q1 2019.

Merriman Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2019 after selling out during the quarter.
Merriman Wealth Management sold 21,000 BlackRock Municipal 2030 Target Term Trust shares in Q1 2019, an estimated $442K.
Merriman Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2014 and held it in 2 quarters.
Merriman Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $1.18M in Q2 2014.
95 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.