Palo Alto Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Palo Alto Wealth 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
2023 Q4	–	Sell	-29,380	Closed	-$572K	–	39
2023 Q3	$572K	Sell	29,380 -2,400	-8%	-$49.1K	0.48%	22
2023 Q2	$662K	Sell	31,780 -1,840	-5%	-$38.8K	0.53%	24
2023 Q1	$732K	Sell	33,620 -11,178	-25%	-$242K	0.59%	24
2022 Q4	$954K	Buy	+44,798	New	+$942K	0.81%	20

Other funds holding BTT

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

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

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

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

NCM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Palo Alto Wealth Advisors's BTT Position: Q4 2023 in Review

Palo Alto Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2023, closing a stake of 29,380 shares — an estimated $572K sold.

Palo Alto Wealth Advisors first reported a position in BTT in Q4 2022 and held it in 4 quarters. The position peaked at $954K in Q4 2022. 125 funds tracked by Wall St. Rank hold BTT as of Q4 2023.

Palo Alto Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2023 after selling out during the quarter.
Palo Alto Wealth Advisors sold 29,380 BlackRock Municipal 2030 Target Term Trust shares in Q4 2023, an estimated $572K.
Palo Alto Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2022 and held it in 4 quarters.
Palo Alto Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $954K in Q4 2022.
125 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.