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

Phoenix 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
2021 Q4	–	Sell	-485	Closed	-$12K	–	154
2021 Q3	$12K	Hold	485	–	–	0.01%	293
2021 Q2	$13K	Hold	485	–	–	0.01%	285
2021 Q1	$12K	Hold	485	–	–	0.01%	284
2020 Q4	$12K	Buy	+485	New	+$12.2K	0.01%	289

Other funds holding BTT

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

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

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

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

NCM

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

WCM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Phoenix Wealth Advisors's BTT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2021, closing a stake of 485 shares — an estimated $12K sold.

Phoenix Wealth Advisors first reported a position in BTT in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 114 funds tracked by Wall St. Rank hold BTT as of Q4 2021.

Phoenix Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 485 BlackRock Municipal 2030 Target Term Trust shares in Q4 2021, an estimated $12K.
Phoenix Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $13K in Q2 2021.
114 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.