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

MGB 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
2024
Q3 		– Sell
-13,226
Closed -$278K – 280
2024
Q2 		$278K Hold
13,226
– – 0.1% 157
2024
Q1 		$279K Hold
13,226
– – 0.11% 157
2023
Q4 		$275K Buy
+13,226
New +$266K 0.14% 152

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

MGB Wealth Management's BTT Position: Q3 2024 in Review

MGB Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2024, closing a stake of 13,226 shares — an estimated $278K sold.

MGB Wealth Management first reported a position in BTT in Q4 2023 and held it in 3 quarters. The position peaked at $279K in Q1 2024. 125 funds tracked by Wall St. Rank hold BTT as of Q3 2024.

  • MGB Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2024 after selling out during the quarter.
  • MGB Wealth Management sold 13,226 BlackRock Municipal 2030 Target Term Trust shares in Q3 2024, an estimated $278K.
  • MGB Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2023 and held it in 3 quarters.
  • MGB Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $279K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2024.

Based on MGB Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.