Newbridge Financial Services Group’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Newbridge Financial Services 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
2021 Q3	–	Sell	-500	Closed	-$13K	–	1404
2021 Q2	$13K	Hold	500	–	–	0.01%	897
2021 Q1	$13K	Hold	500	–	–	0.01%	806
2020 Q4	$13K	Hold	500	–	–	0.01%	642
2020 Q3	$12K	Buy	+500	New	+$12.3K	0.01%	622

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MSL

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

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

RCM

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

Newbridge Financial Services Group's BTT Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2021, closing a stake of 500 shares — an estimated $13K sold.

Newbridge Financial Services Group first reported a position in BTT in Q3 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 109 funds tracked by Wall St. Rank hold BTT as of Q3 2021.

Newbridge Financial Services Group reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 500 BlackRock Municipal 2030 Target Term Trust shares in Q3 2021, an estimated $13K.
Newbridge Financial Services Group first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's BlackRock Municipal 2030 Target Term Trust position peaked at $13K in Q2 2021.
109 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.