SAM
BTT icon

Smith Asset Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Smith Asset Management’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
Q3 		– Sell
-14,689
Closed -$322K – 68
2025
Q2 		$322K Hold
14,689
– – 0.28% 60
2025
Q1 		$312K Hold
14,689
– – 0.29% 52
2024
Q4 		$302K Buy
+14,689
New +$311K 0.29% 55

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smith Asset Management's BTT Position: Q3 2025 in Review

Smith Asset Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2025, closing a stake of 14,689 shares — an estimated $322K sold.

Smith Asset Management first reported a position in BTT in Q4 2024 and held it in 3 quarters. The position peaked at $322K in Q2 2025. 139 funds tracked by Wall St. Rank hold BTT as of Q3 2025.

  • Smith Asset Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2025 after selling out during the quarter.
  • Smith Asset Management sold 14,689 BlackRock Municipal 2030 Target Term Trust shares in Q3 2025, an estimated $322K.
  • Smith Asset Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2024 and held it in 3 quarters.
  • Smith Asset Management's BlackRock Municipal 2030 Target Term Trust position peaked at $322K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2025.

Based on Smith Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.