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Money Concepts Capital’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-549
Closed -$11.7K – 796
2022
Q4 		$11.7K Buy
+549
New +$11.5K ﹤0.01% 1939
2022
Q2 		– Sell
-549
Closed -$13K – 1599
2022
Q1 		$13K Buy
+549
New +$13.6K ﹤0.01% 1800

Other funds holding BTT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Money Concepts Capital's BTT Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2023, closing a stake of 549 shares — an estimated $11.7K sold.

Money Concepts Capital first reported a position in BTT in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 115 funds tracked by Wall St. Rank hold BTT as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 549 BlackRock Municipal 2030 Target Term Trust shares in Q1 2023, an estimated $11.7K.
  • Money Concepts Capital first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BlackRock Municipal 2030 Target Term Trust position peaked at $13K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.