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

Shaker Financial Services’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
2025 Q2	–	Sell	-12,998	Closed	-$277K	–	157
2025 Q1	$277K	Sell	12,998 -145	-1%	-$3.06K	0.11%	135
2024 Q4	$271K	Sell	13,143 -4,556	-26%	-$96.5K	0.1%	155
2024 Q3	$383K	Sell	17,699 -301	-2%	-$6.39K	0.14%	130
2024 Q2	$375K	Buy	+18,000	New	+$371K	0.15%	123
2014 Q3	–	Sell	-10,600	Closed	-$215K	–	137
2014 Q2	$215K	Buy	+10,600	New	+$211K	0.13%	136

Other funds holding BTT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MSL

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

RCM

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

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Shaker Financial Services's BTT Position: Q2 2025 in Review

Shaker Financial Services sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2025, closing a stake of 12,998 shares — an estimated $277K sold.

Shaker Financial Services first reported a position in BTT in Q2 2014 and held it in 5 quarters. The position peaked at $383K in Q3 2024. 129 funds tracked by Wall St. Rank hold BTT as of Q2 2025.

Shaker Financial Services reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2025 after selling out during the quarter.
Shaker Financial Services sold 12,998 BlackRock Municipal 2030 Target Term Trust shares in Q2 2025, an estimated $277K.
Shaker Financial Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2014 and held it in 5 quarters.
Shaker Financial Services's BlackRock Municipal 2030 Target Term Trust position peaked at $383K in Q3 2024.
129 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2025.

Based on Shaker Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.