Moneta Group Investment Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Moneta Group Investment 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
2025 Q1	–	Sell	-21,412	Closed	-$441K	–	675
2024 Q4	$441K	Buy	21,412 +187	+0.9%	+$3.96K	0.01%	429
2024 Q3	$459K	Sell	21,225 -2,074	-9%	-$44.1K	0.01%	427
2024 Q2	$484K	Sell	23,299 -6,486	-22%	-$134K	0.01%	398
2024 Q1	$627K	Sell	29,785 -20,855	-41%	-$439K	0.01%	335
2023 Q4	$1.05M	Sell	50,640 -4,017	-7%	-$80.7K	0.02%	231
2023 Q3	$1.06M	Sell	54,657 -28,249	-34%	-$578K	0.02%	214
2023 Q2	$1.72M	Sell	82,906 -2,085	-2%	-$43.9K	0.04%	177
2023 Q1	$1.85M	Buy	+84,991	New	+$1.84M	0.04%	167

Other funds holding BTT

KIM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Moneta Group Investment Advisors's BTT Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2025, closing a stake of 21,412 shares — an estimated $441K sold.

Moneta Group Investment Advisors first reported a position in BTT in Q1 2023 and held it in 8 quarters. The position peaked at $1.85M in Q1 2023. 130 funds tracked by Wall St. Rank hold BTT as of Q1 2025.

Moneta Group Investment Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 21,412 BlackRock Municipal 2030 Target Term Trust shares in Q1 2025, an estimated $441K.
Moneta Group Investment Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2023 and held it in 8 quarters.
Moneta Group Investment Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $1.85M in Q1 2023.
130 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.