Plante Moran Financial Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-3,000	Closed	-$62.3K	–	778
2023 Q2	$62.3K	Buy	+3,000	New	+$63.2K	0.01%	273
2022 Q3	–	Sell	-700	Closed	-$16K	–	875
2022 Q2	$16K	Hold	700	–	–	﹤0.01%	510
2022 Q1	$17K	Hold	700	–	–	﹤0.01%	522
2021 Q4	$18K	Hold	700	–	–	﹤0.01%	579
2021 Q3	$18K	Hold	700	–	–	﹤0.01%	582
2021 Q2	$18K	Hold	700	–	–	﹤0.01%	576
2021 Q1	$18K	Hold	700	–	–	﹤0.01%	544
2020 Q4	$18K	Buy	+700	New	+$17.5K	0.01%	550
2020 Q1	–	Sell	-325	Closed	-$7.76K	–	734
2019 Q4	$8K	Hold	325	–	–	﹤0.01%	563
2019 Q3	$8K	Hold	325	–	–	﹤0.01%	623
2019 Q2	$8K	Hold	325	–	–	﹤0.01%	590
2019 Q1	$7K	Buy	+325	New	+$7.09K	﹤0.01%	590

Other funds holding BTT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NCM

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

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

MFG

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

Plante Moran Financial Advisors's BTT Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2023, closing a stake of 3,000 shares — an estimated $62.3K sold.

Plante Moran Financial Advisors first reported a position in BTT in Q1 2019 and held it in 12 quarters. The position peaked at $62.3K in Q2 2023. 113 funds tracked by Wall St. Rank hold BTT as of Q3 2023.

Plante Moran Financial Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 3,000 BlackRock Municipal 2030 Target Term Trust shares in Q3 2023, an estimated $62.3K.
Plante Moran Financial Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2019 and held it in 12 quarters.
Plante Moran Financial Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $62.3K in Q2 2023.
113 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.