Rothschild Investment LLC’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Rothschild Investment LLC’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
2026 Q2	$22.8K	Hold	1,000	–	–	﹤0.01%	1513
2026 Q1	$22.7K	Hold	1,000	–	–	﹤0.01%	1367
2025 Q4	$22.8K	Hold	1,000	–	–	﹤0.01%	1280
2025 Q3	$22.5K	Sell	1,000 -3,000	-75%	-$66.7K	﹤0.01%	1203
2025 Q2	$87.6K	Hold	4,000	–	–	0.01%	666
2025 Q1	$84.9K	Hold	4,000	–	–	0.01%	667
2024 Q4	$82.4K	Hold	4,000	–	–	0.01%	679
2024 Q3	$86.5K	Hold	4,000	–	–	0.01%	678
2024 Q2	$83.1K	Hold	4,000	–	–	0.01%	660
2024 Q1	$84.2K	Hold	4,000	–	–	0.01%	624
2023 Q4	$83.2K	Buy	+4,000	New	+$80.4K	0.01%	571

Other funds holding BTT

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

MFG

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

BHPW

Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Rothschild Investment LLC's BTT Position: Q2 2026 in Review

Rothschild Investment LLC held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 1,000 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Rothschild Investment LLC first reported a position in BTT in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.6K in Q2 2025. 75 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Rothschild Investment LLC held 1,000 shares of BlackRock Municipal 2030 Target Term Trust worth $22.8K as of Q2 2026.
Rothschild Investment LLC left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1513 holding.
Rothschild Investment LLC first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's BlackRock Municipal 2030 Target Term Trust position peaked at $87.6K in Q2 2025.
75 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.